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 | $208,028 | $74,927+177.6% | $101,794+104.4% | $84,808+145.3% |
| Participation rate | 65.6% | 61.4%+4.2pp | 69.2%-3.6pp | 68.3%-2.7pp |
| Annual return | 14.32% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,162 | $1,522-23.6% | $2,289-49.2% | $2,631-55.8% |
| Participant deferral / active EE | $5,255 | $3,099+69.6% | $4,084+28.7% | $4,212+24.8% |
| Admin fee / account holder | $17,734 | $6,514+172.2% | $8,777+102.0% | $7,344+141.5% |