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 | $53,797 | $86,929-38.1% | $102,423-47.5% | $80,856-33.5% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.6%-4.2pp |
| Annual return | 16.13% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,445 | $2,369+3.2% | $3,023-19.1% | $2,755-11.2% |
| Participant deferral / active EE | $5,210 | $4,118+26.5% | $5,053+3.1% | $4,296+21.3% |
| Admin fee / account holder | $3,633 | $8,049-54.9% | $9,451-61.6% | $6,918-47.5% |