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 | $86,652 | $95,803-9.6% | $113,168-23.4% | $84,808+2.2% |
| Participation rate | 51.6% | 72.9%-21.3pp | 76.6%-25.0pp | 68.3%-16.7pp |
| Annual return | 15.93% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,214 | $2,360-48.6% | $2,975-59.2% | $2,631-53.9% |
| Participant deferral / active EE | $2,815 | $4,242-33.6% | $5,107-44.9% | $4,212-33.2% |
| Admin fee / account holder | $3,832 | $8,989-57.4% | $12,068-68.2% | $7,344-47.8% |