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 | $124,401 | $86,286+44.2% | $111,297+11.8% | $85,850+44.9% |
| Participation rate | 45.3% | 73.3%-28.0pp | 77.3%-32.0pp | 69.3%-24.0pp |
| Annual return | 34.48% | 19.99%+14.5pp | 54.65%-20.2pp | 318.53%-284.1pp |
| Employer contribution / active EE | $1,092 | $2,043-46.5% | $2,731-60.0% | $2,565-57.4% |
| Participant deferral / active EE | $2,086 | $3,641-42.7% | $4,487-53.5% | $3,952-47.2% |
| Admin fee / account holder | $1,804 | $8,188-78.0% | $7,964-77.3% | $6,260-71.2% |