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 | $81,368 | $76,407+6.5% | $150,298-45.9% | $82,448-1.3% |
| Participation rate | 47.4% | 66.4%-19.0pp | 77.8%-30.3pp | 68.1%-20.6pp |
| Annual return | 15.84% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,046 | $2,614-21.7% | $4,154-50.7% | $2,551-19.8% |
| Participant deferral / active EE | $4,317 | $3,214+34.3% | $5,453-20.8% | $4,139+4.3% |
| Admin fee / account holder | $14,994 | $6,352+136.1% | $14,116+6.2% | $7,234+107.3% |