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 | $110,830 | $59,097+87.5% | $82,389+34.5% | $74,304+49.2% |
| Participation rate | 53.0% | 52.8%+0.3pp | 69.5%-16.5pp | 60.3%-7.3pp |
| Annual return | 16.21% | 22.85%-6.6pp | 28.67%-12.5pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,988 | $1,601+24.2% | $2,517-21.0% | $2,241-11.3% |
| Participant deferral / active EE | $3,141 | $2,775+13.2% | $4,155-24.4% | $3,767-16.6% |
| Admin fee / account holder | $1,642 | $4,489-63.4% | $7,231-77.3% | $2,969-44.7% |