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 | $84,030 | $43,075+95.1% | $74,583+12.7% | $62,891+33.6% |
| Participation rate | 38.2% | 58.1%-19.8pp | 68.1%-29.9pp | 69.3%-31.1pp |
| Annual return | 8.30% | 17.50%-9.2pp | 20.47%-12.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,010 | $1,498-32.5% | $2,525-60.0% | $2,281-55.7% |
| Participant deferral / active EE | $2,980 | $2,389+24.7% | $3,458-13.8% | $3,203-7.0% |
| Admin fee / account holder | $593 | $2,840-79.1% | $4,138-85.7% | $4,296-86.2% |