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 | $100,738 | $52,279+92.7% | $89,391+12.7% | $79,858+26.1% |
| Participation rate | 44.0% | 57.5%-13.5pp | 68.0%-24.0pp | 69.6%-25.6pp |
| Annual return | 31.20% | 22.16%+9.0pp | 245.62%-214.4pp | 31.71%-0.5pp |
| Employer contribution / active EE | $917 | $1,572-41.7% | $2,586-64.6% | $2,471-62.9% |
| Participant deferral / active EE | $1,547 | $2,740-43.6% | $3,890-60.2% | $3,740-58.6% |
| Admin fee / account holder | $9,290 | $3,356+176.8% | $4,881+90.3% | $5,306+75.1% |