See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,035 | $72,012+54.2% | $185,823-40.2% | $79,858+39.0% |
| Participation rate | 65.0% | 65.8%-0.8pp | 78.0%-13.0pp | 69.6%-4.6pp |
| Annual return | 25.42% | 23.12%+2.3pp | 35.95%-10.5pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,979 | $1,965+0.7% | $4,087-51.6% | $2,471-19.9% |
| Participant deferral / active EE | $7,171 | $3,779+89.8% | $5,632+27.3% | $3,740+91.7% |
| Admin fee / account holder | $4,170 | $4,513-7.6% | $9,500-56.1% | $5,306-21.4% |