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 | $110,511 | $86,929+27.1% | $102,423+7.9% | $80,856+36.7% |
| Participation rate | 35.1% | 72.4%-37.3pp | 76.5%-41.4pp | 67.6%-32.5pp |
| Annual return | 13.84% | 18.88%-5.0pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,474 | $4,118-39.9% | $5,053-51.0% | $4,296-42.4% |
| Admin fee / account holder | $3,236 | $8,049-59.8% | $9,451-65.8% | $6,918-53.2% |