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 | $80,379 | $78,705+2.1% | $117,854-31.8% | $70,131+14.6% |
| Participation rate | 40.0% | 73.2%-33.2pp | 79.7%-39.7pp | 69.5%-29.5pp |
| Annual return | 16.85% | 23.30%-6.4pp | 335.08%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,869 | $2,223-15.9% | $3,786-50.6% | $2,342-20.2% |
| Participant deferral / active EE | $4,649 | $3,297+41.0% | $4,482+3.7% | $3,332+39.5% |
| Admin fee / account holder | $19,088 | $5,065+276.8% | $8,020+138.0% | $4,645+310.9% |