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 | $150,097 | $79,944+87.8% | $98,439+52.5% | $75,163+99.7% |
| Participation rate | 48.6% | 70.4%-21.8pp | 75.2%-26.6pp | 67.2%-18.6pp |
| Annual return | 19.48% | 19.75%-0.3pp | 21.16%-1.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,096 | $2,264-51.6% | $3,048-64.1% | $2,670-59.0% |
| Participant deferral / active EE | $4,707 | $3,752+25.4% | $4,738-0.7% | $4,125+14.1% |
| Admin fee / account holder | $5,454 | $6,840-20.3% | $8,948-39.0% | $5,651-3.5% |