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 | $107,318 | $84,233+27.4% | $170,442-37.0% | $70,131+53.0% |
| Participation rate | 28.8% | 70.8%-42.0pp | 83.6%-54.8pp | 69.5%-40.7pp |
| Annual return | 17.60% | 23.06%-5.5pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $826 | $3,387-75.6% | $5,433-84.8% | $2,342-64.7% |
| Participant deferral / active EE | $2,549 | $3,086-17.4% | $4,939-48.4% | $3,332-23.5% |
| Admin fee / account holder | $1,983 | $5,698-65.2% | $13,880-85.7% | $4,645-57.3% |