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 | $131,410 | $99,079+32.6% | $77,999+68.5% | $273,961-52.0% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.5%-37.1pp | 83.0%-44.6pp |
| Annual return | 9.77% | 217.93%-208.2pp | 425.96%-416.2pp | 41.45%-31.7pp |
| Employer contribution / active EE | $828 | $3,308-75.0% | $2,470-66.5% | $4,869-83.0% |
| Participant deferral / active EE | $1,353 | $4,306-68.6% | $3,497-61.3% | $5,287-74.4% |
| Admin fee / account holder | $7,437 | $8,954-16.9% | $5,480+35.7% | $10,132-26.6% |