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 | $83,315 | $50,972+63.5% | $88,538-5.9% | $72,985+14.2% |
| Participation rate | 59.1% | 63.4%-4.3pp | 68.7%-9.7pp | 69.5%-10.4pp |
| Annual return | 19.14% | 29.62%-10.5pp | 43.64%-24.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $947 | $1,475-35.8% | $2,098-54.9% | $2,440-61.2% |
| Participant deferral / active EE | $2,531 | $2,230+13.5% | $2,914-13.1% | $3,607-29.8% |
| Admin fee / account holder | $413 | $3,230-87.2% | $4,310-90.4% | $5,124-91.9% |