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 7-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 | $111,418 | $88,672+25.7% | $105,223+5.9% | $82,448+35.1% |
| Participation rate | 39.3% | 67.9%-28.6pp | 75.0%-35.8pp | 68.1%-28.8pp |
| Annual return | 16.91% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,659 | $3,048-45.6% | $3,689-55.0% | $2,551-35.0% |
| Participant deferral / active EE | $4,329 | $4,036+7.3% | $5,072-14.6% | $4,139+4.6% |
| Admin fee / account holder | $1,404 | $7,146-80.4% | $8,859-84.2% | $7,234-80.6% |