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 | $103,146 | $88,672+16.3% | $105,223-2.0% | $82,448+25.1% |
| Participation rate | 29.2% | 67.9%-38.8pp | 75.0%-45.9pp | 68.1%-38.9pp |
| Annual return | 18.45% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $926 | $3,048-69.6% | $3,689-74.9% | $2,551-63.7% |
| Participant deferral / active EE | $1,858 | $4,036-54.0% | $5,072-63.4% | $4,139-55.1% |
| Admin fee / account holder | $5,281 | $7,146-26.1% | $8,859-40.4% | $7,234-27.0% |