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 | $155,220 | $86,929+78.6% | $102,423+51.5% | $80,856+92.0% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 12.22% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,534 | $2,369-35.3% | $3,023-49.3% | $2,755-44.3% |
| Participant deferral / active EE | $5,373 | $4,118+30.5% | $5,053+6.3% | $4,296+25.1% |
| Admin fee / account holder | $2,467 | $8,049-69.3% | $9,451-73.9% | $6,918-64.3% |