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 | $96,076 | $48,076+99.8% | $78,689+22.1% | $62,891+52.8% |
| Participation rate | 65.6% | 65.2%+0.4pp | 73.6%-8.0pp | 69.3%-3.7pp |
| Annual return | 6.05% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,644 | $2,015-18.4% | $2,851-42.3% | $2,281-27.9% |
| Participant deferral / active EE | $4,516 | $2,588+74.5% | $3,517+28.4% | $3,203+41.0% |
| Admin fee / account holder | $14,740 | $3,207+359.6% | $4,510+226.8% | $4,296+243.1% |