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 | $78,257 | $96,484-18.9% | $156,263-49.9% | $74,304+5.3% |
| Participation rate | 49.0% | 67.7%-18.7pp | 78.9%-29.9pp | 60.3%-11.3pp |
| Annual return | 17.05% | 17.73%-0.7pp | 59.47%-42.4pp | 29.43%-12.4pp |
| Employer contribution / active EE | $743 | $2,528-70.6% | $4,333-82.8% | $2,241-66.8% |
| Participant deferral / active EE | $2,780 | $4,286-35.1% | $6,158-54.9% | $3,767-26.2% |
| Admin fee / account holder | $4,577 | $3,728+22.8% | $14,255-67.9% | $2,969+54.2% |