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 | $102,282 | $60,349+69.5% | $74,183+37.9% | $62,891+62.6% |
| Participation rate | 18.5% | 72.7%-54.2pp | 76.6%-58.1pp | 69.3%-50.8pp |
| Annual return | 18.84% | 21.37%-2.5pp | 17.74%+1.1pp | 20.14%-1.3pp |
| Employer contribution / active EE | $540 | $1,680-67.8% | $2,370-77.2% | $2,281-76.3% |
| Participant deferral / active EE | $1,404 | $2,856-50.8% | $3,550-60.5% | $3,203-56.2% |
| Admin fee / account holder | $5,866 | $4,261+37.7% | $5,586+5.0% | $4,296+36.6% |