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 | $110,922 | $76,407+45.2% | $150,298-26.2% | $82,448+34.5% |
| Participation rate | 39.4% | 66.4%-27.0pp | 77.8%-38.4pp | 68.1%-28.7pp |
| Annual return | 18.60% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $736 | $2,614-71.8% | $4,154-82.3% | $2,551-71.1% |
| Participant deferral / active EE | $2,625 | $3,214-18.3% | $5,453-51.9% | $4,139-36.6% |
| Admin fee / account holder | $2,416 | $6,352-62.0% | $14,116-82.9% | $7,234-66.6% |