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 | $92,827 | $89,355+3.9% | $141,162-34.2% | $72,985+27.2% |
| Participation rate | 56.3% | 75.1%-18.9pp | 82.5%-26.2pp | 69.5%-13.2pp |
| Annual return | 19.52% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,313 | $3,114+38.5% | $4,735-8.9% | $2,440+76.8% |
| Participant deferral / active EE | $2,692 | $5,418-50.3% | $6,709-59.9% | $3,607-25.4% |
| Admin fee / account holder | $5,347 | $5,958-10.3% | $10,261-47.9% | $5,124+4.3% |