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 | $80,004 | $86,922-8.0% | $102,438-21.9% | $80,874-1.1% |
| Participation rate | 48.8% | 72.4%-23.6pp | 76.5%-27.7pp | 67.6%-18.9pp |
| Annual return | 12.30% | 18.90%-6.6pp | 29.37%-17.1pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,722 | $2,369-27.3% | $3,024-43.1% | $2,756-37.5% |
| Participant deferral / active EE | $3,688 | $4,119-10.4% | $5,054-27.0% | $4,297-14.2% |
| Admin fee / account holder | $10,348 | $8,050+28.5% | $9,448+9.5% | $6,935+49.2% |