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 | $146,011 | $47,848+205.2% | $81,478+79.2% | $70,131+108.2% |
| Participation rate | 65.5% | 58.3%+7.2pp | 68.0%-2.4pp | 69.5%-4.0pp |
| Annual return | 15.61% | 27.25%-11.6pp | 38.78%-23.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $331 | $1,527-78.3% | $2,568-87.1% | $2,342-85.9% |
| Participant deferral / active EE | $3,450 | $2,453+40.6% | $3,537-2.4% | $3,332+3.6% |
| Admin fee / account holder | $936 | $3,145-70.2% | $4,561-79.5% | $4,645-79.9% |