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 | $129,405 | $78,672+64.5% | $109,143+18.6% | $85,850+50.7% |
| Participation rate | 31.5% | 68.3%-36.8pp | 75.9%-44.4pp | 69.3%-37.9pp |
| Annual return | 21.14% | 25.09%-3.9pp | 25.75%-4.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $703 | $2,735-74.3% | $3,722-81.1% | $2,565-72.6% |
| Participant deferral / active EE | $1,800 | $3,467-48.1% | $4,653-61.3% | $3,952-54.5% |
| Admin fee / account holder | $2,365 | $5,469-56.8% | $6,752-65.0% | $6,260-62.2% |