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 | $118,557 | $56,054+111.5% | $171,082-30.7% | $62,891+88.5% |
| Participation rate | 11.1% | 62.9%-51.8pp | 76.7%-65.6pp | 69.3%-58.2pp |
| Annual return | 9.68% | 22.52%-12.8pp | 32.56%-22.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,270 | $3,158-59.8% | $4,797-73.5% | $3,203-60.4% |
| Admin fee / account holder | $2,959 | $3,647-18.9% | $8,520-65.3% | $4,296-31.1% |