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 | $45,069 | $94,529-52.3% | $140,016-67.8% | $64,186-29.8% |
| Participation rate | 67.2% | 84.1%-16.9pp | 87.5%-20.3pp | 69.6%-2.4pp |
| Annual return | 9.70% | 7.77%+1.9pp | 651.12%-641.4pp | 7.63%+2.1pp |
| Employer contribution / active EE | $4,398 | $3,812+15.3% | $5,606-21.6% | $2,381+84.7% |
| Participant deferral / active EE | $12,320 | $5,250+134.7% | $6,927+77.9% | $3,470+255.1% |
| Admin fee / account holder | $2,144 | $6,741-68.2% | $10,705-80.0% | $4,888-56.1% |