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 | $34,483 | $67,606-49.0% | $82,313-58.1% | $70,131-50.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 18.80% | 21.57%-2.8pp | 25.88%-7.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,832 | $1,755+4.4% | $2,428-24.6% | $2,342-21.8% |
| Participant deferral / active EE | $4,375 | $2,987+46.5% | $3,706+18.1% | $3,332+31.3% |
| Admin fee / account holder | $1,843 | $4,512-59.2% | $5,608-67.1% | $4,645-60.3% |