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 | $179,105 | $95,416+87.7% | $185,823-3.6% | $85,850+108.6% |
| Participation rate | 30.0% | 68.8%-38.8pp | 81.7%-51.7pp | 69.3%-39.3pp |
| Annual return | 14.75% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $511 | $3,314-84.6% | $5,167-90.1% | $2,565-80.1% |
| Participant deferral / active EE | $1,235 | $3,423-63.9% | $5,568-77.8% | $3,952-68.8% |
| Admin fee / account holder | $2,365 | $7,213-67.2% | $16,237-85.4% | $6,260-62.2% |