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 | $101,038 | $89,355+13.1% | $141,162-28.4% | $72,985+38.4% |
| Participation rate | 45.7% | 75.1%-29.5pp | 82.5%-36.8pp | 69.5%-23.8pp |
| Annual return | 23.78% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,353 | $3,114-56.6% | $4,735-71.4% | $2,440-44.6% |
| Participant deferral / active EE | $3,352 | $5,418-38.1% | $6,709-50.0% | $3,607-7.1% |
| Admin fee / account holder | $944 | $5,958-84.2% | $10,261-90.8% | $5,124-81.6% |