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 | $90,794 | $73,933+22.8% | $96,683-6.1% | $75,163+20.8% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.0pp |
| Annual return | 18.25% | 26.70%-8.5pp | 35.69%-17.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,506 | $2,928-48.6% | $3,737-59.7% | $2,670-43.6% |
| Participant deferral / active EE | $3,543 | $3,659-3.2% | $4,878-27.4% | $4,125-14.1% |
| Admin fee / account holder | $1,727 | $5,216-66.9% | $6,730-74.3% | $5,651-69.4% |