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 | $116,591 | $72,277+61.3% | $101,248+15.2% | $79,858+46.0% |
| Participation rate | 65.8% | 68.5%-2.7pp | 75.8%-10.0pp | 69.6%-3.8pp |
| Annual return | 15.49% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,057 | $2,692+13.6% | $3,660-16.5% | $2,471+23.7% |
| Participant deferral / active EE | $6,704 | $3,282+104.3% | $4,370+53.4% | $3,740+79.2% |
| Admin fee / account holder | $15,713 | $4,400+257.1% | $5,945+164.3% | $5,306+196.1% |