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 | $71,973 | $59,101+21.8% | $77,163-6.7% | $75,163-4.2% |
| Participation rate | 69.4% | 63.9%+5.5pp | 69.6%-0.2pp | 67.2%+2.2pp |
| Annual return | 17.58% | 26.71%-9.1pp | 37.87%-20.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,219 | $1,995+11.2% | $2,535-12.5% | $2,670-16.9% |
| Participant deferral / active EE | $6,094 | $2,999+103.2% | $3,833+59.0% | $4,125+47.7% |
| Admin fee / account holder | $15,208 | $4,774+218.5% | $5,472+177.9% | $5,651+169.1% |