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 | $164,530 | $88,672+85.5% | $105,223+56.4% | $82,448+99.6% |
| Participation rate | 48.9% | 67.9%-19.0pp | 75.0%-26.1pp | 68.1%-19.1pp |
| Annual return | 13.34% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,576 | $3,048-48.3% | $3,689-57.3% | $2,551-38.2% |
| Participant deferral / active EE | $5,259 | $4,036+30.3% | $5,072+3.7% | $4,139+27.0% |
| Admin fee / account holder | $2,663 | $7,146-62.7% | $8,859-69.9% | $7,234-63.2% |