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 | $89,779 | $109,881-18.3% | $150,045-40.2% | $84,808+5.9% |
| Participation rate | 40.0% | 76.1%-36.1pp | 82.3%-42.3pp | 68.3%-28.3pp |
| Annual return | 15.17% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,251 | $3,561-36.8% | $4,693-52.0% | $2,631-14.4% |
| Participant deferral / active EE | $3,877 | $6,636-41.6% | $7,997-51.5% | $4,212-7.9% |
| Admin fee / account holder | $15,809 | $8,568+84.5% | $13,435+17.7% | $7,344+115.3% |