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 | $89,057 | $54,762+62.6% | $90,281-1.4% | $72,985+22.0% |
| Participation rate | 43.5% | 65.1%-21.6pp | 73.3%-29.7pp | 69.5%-25.9pp |
| Annual return | 16.95% | 30.63%-13.7pp | 78.10%-61.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,736 | $2,887+29.4% | $3,885-3.8% | $3,607+3.6% |
| Admin fee / account holder | $1,777 | $3,972-55.3% | $5,351-66.8% | $5,124-65.3% |