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 | $179,436 | $90,503+98.3% | $78,689+128.0% | $273,961-34.5% |
| Participation rate | 61.9% | 76.5%-14.6pp | 73.6%-11.7pp | 83.0%-21.1pp |
| Annual return | 5.55% | 75.60%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,215 | $3,176-30.3% | $2,851-22.3% | $4,869-54.5% |
| Participant deferral / active EE | $2,998 | $3,901-23.2% | $3,517-14.8% | $5,287-43.3% |
| Admin fee / account holder | $10,897 | $5,263+107.0% | $4,510+141.6% | $10,132+7.5% |