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 | $136,951 | $71,050+92.8% | $93,606+46.3% | $80,856+69.4% |
| Participation rate | 47.9% | 60.4%-12.5pp | 68.7%-20.8pp | 67.6%-19.7pp |
| Annual return | 10.19% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $663 | $1,564-57.6% | $2,420-72.6% | $2,755-75.9% |
| Participant deferral / active EE | $2,067 | $4,034-48.7% | $4,411-53.1% | $4,296-51.9% |
| Admin fee / account holder | $22,144 | $6,945+218.9% | $8,285+167.3% | $6,918+220.1% |