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 | $104,126 | $78,422+32.8% | $95,952+8.5% | $79,858+30.4% |
| Participation rate | 62.4% | 73.5%-11.1pp | 77.1%-14.7pp | 69.6%-7.3pp |
| Annual return | 14.69% | 19.37%-4.7pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $938 | $1,945-51.8% | $2,541-63.1% | $2,471-62.0% |
| Participant deferral / active EE | $4,470 | $3,440+29.9% | $4,167+7.3% | $3,740+19.5% |
| Admin fee / account holder | $4,349 | $5,622-22.7% | $6,795-36.0% | $5,306-18.0% |