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 5-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 | $80,167 | $66,098+21.3% | $101,794-21.2% | $74,304+7.9% |
| Participation rate | 54.9% | 53.8%+1.2pp | 69.2%-14.3pp | 60.3%-5.4pp |
| Annual return | 19.00% | 19.59%-0.6pp | 30.53%-11.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,320 | $1,082+22.0% | $2,289-42.3% | $2,241-41.1% |
| Participant deferral / active EE | $2,656 | $2,781-4.5% | $4,084-35.0% | $3,767-29.5% |
| Admin fee / account holder | $6,152 | $4,146+48.4% | $8,777-29.9% | $2,969+107.2% |