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 | $89,262 | $69,454+28.5% | $180,183-50.5% | $74,304+20.1% |
| Participation rate | 42.1% | 61.8%-19.7pp | 77.4%-35.4pp | 60.3%-18.3pp |
| Annual return | 14.42% | 25.86%-11.4pp | 27.86%-13.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,601 | $3,155-49.3% | $5,039-68.2% | $2,241-28.6% |
| Participant deferral / active EE | $3,936 | $4,662-15.6% | $6,822-42.3% | $3,767+4.5% |
| Admin fee / account holder | $2,795 | $3,036-8.0% | $19,975-86.0% | $2,969-5.9% |