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 | $112,198 | $37,426+199.8% | $77,482+44.8% | $79,858+40.5% |
| Participation rate | 40.9% | 41.5%-0.6pp | 54.2%-13.3pp | 69.6%-28.7pp |
| Annual return | 20.85% | 39.70%-18.8pp | 54.79%-33.9pp | 31.71%-10.9pp |
| Employer contribution / active EE | $746 | $637+17.2% | $986-24.4% | $2,471-69.8% |
| Participant deferral / active EE | $2,099 | $1,260+66.6% | $1,861+12.8% | $3,740-43.9% |
| Admin fee / account holder | $1,303 | $2,504-48.0% | $2,858-54.4% | $5,306-75.5% |