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 | $70,585 | $91,760-23.1% | $156,181-54.8% | $67,986+3.8% |
| Participation rate | 50.9% | 65.0%-14.2pp | 78.8%-28.0pp | 57.2%-6.3pp |
| Annual return | 22.71% | 18.14%+4.6pp | 64.87%-42.2pp | 31.67%-9.0pp |
| Employer contribution / active EE | $2,112 | $2,419-12.7% | $4,294-50.8% | $2,019+4.6% |
| Participant deferral / active EE | $4,327 | $3,960+9.3% | $6,132-29.4% | $3,358+28.9% |
| Admin fee / account holder | $7,009 | $3,949+77.5% | $14,586-52.0% | $3,203+118.8% |