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 3-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 | $95,640 | $109,413-12.6% | $156,263-38.8% | $84,808+12.8% |
| Participation rate | 68.8% | 72.7%-3.9pp | 78.9%-10.2pp | 68.3%+0.4pp |
| Annual return | 15.81% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,114 | $2,907-27.3% | $4,333-51.2% | $2,631-19.6% |
| Participant deferral / active EE | $3,643 | $4,590-20.6% | $6,158-40.8% | $4,212-13.5% |
| Admin fee / account holder | $2,113 | $9,357-77.4% | $14,255-85.2% | $7,344-71.2% |