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 | $98,643 | $58,828+67.7% | $77,999+26.5% | $62,891+56.8% |
| Participation rate | 51.1% | 71.1%-20.0pp | 75.5%-24.5pp | 69.3%-18.2pp |
| Annual return | 5.25% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,096 | $1,672-34.4% | $2,470-55.6% | $2,281-52.0% |
| Participant deferral / active EE | $3,328 | $2,686+23.9% | $3,497-4.8% | $3,203+3.9% |
| Admin fee / account holder | $10,608 | $4,393+141.5% | $5,480+93.6% | $4,296+147.0% |