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 | $86,476 | $108,825-20.5% | $156,181-44.6% | $82,448+4.9% |
| Participation rate | 51.0% | 72.4%-21.3pp | 78.8%-27.8pp | 68.1%-17.0pp |
| Annual return | 15.18% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,173 | $2,870-59.1% | $4,294-72.7% | $2,551-54.0% |
| Participant deferral / active EE | $3,046 | $4,577-33.4% | $6,132-50.3% | $4,139-26.4% |
| Admin fee / account holder | $2,486 | $9,341-73.4% | $14,586-83.0% | $7,234-65.6% |