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 | $102,378 | $109,881-6.8% | $150,045-31.8% | $84,808+20.7% |
| Participation rate | 53.8% | 76.1%-22.2pp | 82.3%-28.5pp | 68.3%-14.5pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,723 | $3,561-51.6% | $4,693-63.3% | $2,631-34.5% |
| Participant deferral / active EE | $8,146 | $6,636+22.8% | $7,997+1.9% | $4,212+93.4% |
| Admin fee / account holder | $11,129 | $8,568+29.9% | $13,435-17.2% | $7,344+51.5% |