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 | $117,185 | $106,749+9.8% | $145,433-19.4% | $82,448+42.1% |
| Participation rate | 34.4% | 75.6%-41.3pp | 82.1%-47.7pp | 68.1%-33.7pp |
| Annual return | 14.81% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $758 | $3,444-78.0% | $4,554-83.3% | $2,551-70.3% |
| Participant deferral / active EE | $3,085 | $6,519-52.7% | $7,897-60.9% | $4,139-25.5% |
| Admin fee / account holder | $621 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |