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 | $82,019 | $66,402+23.5% | $109,895-25.4% | $85,850-4.5% |
| Participation rate | 34.6% | 63.9%-29.3pp | 74.2%-39.6pp | 69.3%-34.7pp |
| Annual return | 15.05% | 19.59%-4.5pp | 29.45%-14.4pp | 318.53%-303.5pp |
| Employer contribution / active EE | $718 | $1,687-57.4% | $2,842-74.7% | $2,565-72.0% |
| Participant deferral / active EE | $2,418 | $2,842-14.9% | $4,048-40.3% | $3,952-38.8% |
| Admin fee / account holder | $10,285 | $4,557+125.7% | $6,066+69.6% | $6,260+64.3% |