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 | $83,118 | $117,859-29.5% | $102,438-18.9% | $145,959-43.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 11.02% | 31.72%-20.7pp | 29.37%-18.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,307 | $3,615-36.2% | $3,024-23.7% | $4,661-50.5% |
| Participant deferral / active EE | $5,016 | $5,732-12.5% | $5,054-0.7% | $6,689-25.0% |
| Admin fee / account holder | $8,606 | $13,318-35.4% | $9,448-8.9% | $13,398-35.8% |