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 | $27,213 | $72,492-62.5% | $87,100-68.8% | $72,985-62.7% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.2pp | 69.5%+0.1pp |
| Annual return | 20.10% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,476 | $1,894-22.1% | $2,521-41.5% | $2,440-39.5% |
| Participant deferral / active EE | $2,930 | $3,270-10.4% | $4,049-27.6% | $3,607-18.8% |
| Admin fee / account holder | $799 | $5,055-84.2% | $7,497-89.3% | $5,124-84.4% |