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 | $75,105 | $63,355+18.5% | $91,989-18.4% | $72,985+2.9% |
| Participation rate | 51.9% | 72.5%-20.7pp | 78.6%-26.8pp | 69.5%-17.6pp |
| Annual return | 24.28% | 35.35%-11.1pp | 69.02%-44.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,160 | $2,116-45.2% | $3,452-66.4% | $2,440-52.4% |
| Participant deferral / active EE | $2,494 | $4,883-48.9% | $5,923-57.9% | $3,607-30.9% |
| Admin fee / account holder | $3,954 | $4,668-15.3% | $7,743-48.9% | $5,124-22.8% |