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 | $53,066 | $65,041-18.4% | $90,951-41.7% | $79,858-33.5% |
| Participation rate | 67.7% | 61.6%+6.1pp | 69.0%-1.3pp | 69.6%-1.9pp |
| Annual return | 13.71% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,095 | $1,247-12.2% | $2,122-48.4% | $2,471-55.7% |
| Participant deferral / active EE | $3,063 | $2,512+21.9% | $3,373-9.2% | $3,740-18.1% |
| Admin fee / account holder | $1,471 | $4,536-67.6% | $5,959-75.3% | $5,306-72.3% |