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 | $82,306 | $86,929-5.3% | $102,423-19.6% | $80,856+1.8% |
| Participation rate | 67.6% | 72.4%-4.8pp | 76.5%-8.9pp | 67.6%0pp |
| Annual return | 12.34% | 18.88%-6.5pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,477 | $2,369-37.7% | $3,023-51.2% | $2,755-46.4% |
| Participant deferral / active EE | $2,178 | $4,118-47.1% | $5,053-56.9% | $4,296-49.3% |
| Admin fee / account holder | $1,813 | $8,049-77.5% | $9,451-80.8% | $6,918-73.8% |