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 | $110,015 | $78,672+39.8% | $109,143+0.8% | $85,850+28.1% |
| Participation rate | 45.8% | 68.3%-22.4pp | 75.9%-30.0pp | 69.3%-23.5pp |
| Annual return | 12.78% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $871 | $2,735-68.1% | $3,722-76.6% | $2,565-66.0% |
| Participant deferral / active EE | $4,011 | $3,467+15.7% | $4,653-13.8% | $3,952+1.5% |
| Admin fee / account holder | $10,989 | $5,469+100.9% | $6,752+62.8% | $6,260+75.6% |