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 | $84,948 | $72,492+17.2% | $87,100-2.5% | $72,985+16.4% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 24.09% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $669 | $1,894-64.7% | $2,521-73.5% | $2,440-72.6% |
| Participant deferral / active EE | $2,907 | $3,270-11.1% | $4,049-28.2% | $3,607-19.4% |
| Admin fee / account holder | $4,776 | $5,055-5.5% | $7,497-36.3% | $5,124-6.8% |