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 | $102,479 | $72,277+41.8% | $101,248+1.2% | $79,858+28.3% |
| Participation rate | 67.6% | 68.5%-0.9pp | 75.8%-8.2pp | 69.6%-2.1pp |
| Annual return | 15.50% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,448 | $2,692-9.0% | $3,660-33.1% | $2,471-0.9% |
| Participant deferral / active EE | $5,298 | $3,282+61.4% | $4,370+21.2% | $3,740+41.6% |
| Admin fee / account holder | $50,929 | $4,400+1057.4% | $5,945+756.6% | $5,306+859.8% |