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 | $129,392 | $58,512+121.1% | $84,015+54.0% | $72,985+77.3% |
| Participation rate | 65.4% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.1pp |
| Annual return | 35.94% | 28.93%+7.0pp | 71.31%-35.4pp | 81.00%-45.1pp |
| Employer contribution / active EE | $1,117 | $1,163-4.0% | $1,983-43.7% | $2,440-54.2% |
| Participant deferral / active EE | $4,413 | $2,394+84.4% | $3,239+36.3% | $3,607+22.3% |
| Admin fee / account holder | $9,183 | $4,569+101.0% | $6,101+50.5% | $5,124+79.2% |