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 | $116,700 | $46,464+151.2% | $150,298-22.4% | $79,634+46.5% |
| Participation rate | 13.6% | 57.0%-43.4pp | 77.8%-64.2pp | 62.5%-48.9pp |
| Annual return | 15.28% | 27.89%-12.6pp | 62.79%-47.5pp | 36.46%-21.2pp |
| Employer contribution / active EE | $335 | $1,512-77.9% | $4,154-91.9% | $2,529-86.8% |
| Participant deferral / active EE | $586 | $2,157-72.8% | $5,453-89.3% | $3,835-84.7% |
| Admin fee / account holder | $3,710 | $891+316.5% | $14,116-73.7% | $1,002+270.3% |