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 | $101,407 | $54,705+85.4% | $71,209+42.4% | $84,808+19.6% |
| Participation rate | 55.8% | 64.1%-8.3pp | 73.8%-17.9pp | 68.3%-12.5pp |
| Annual return | 13.61% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,018 | $2,158-52.8% | $2,721-62.6% | $2,631-61.3% |
| Participant deferral / active EE | $3,152 | $3,030+4.0% | $4,175-24.5% | $4,212-25.2% |
| Admin fee / account holder | $2,220 | $4,863-54.3% | $5,349-58.5% | $7,344-69.8% |