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 | $100,321 | $54,701+83.4% | $86,188+16.4% | $71,457+40.4% |
| Participation rate | 55.2% | 60.1%-4.9pp | 69.0%-13.7pp | 67.9%-12.7pp |
| Annual return | 14.78% | 20.06%-5.3pp | 1168.45%-1153.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $691 | $1,265-45.4% | $2,380-71.0% | $2,588-73.3% |
| Participant deferral / active EE | $5,983 | $3,108+92.5% | $3,985+50.1% | $4,289+39.5% |
| Admin fee / account holder | $5,600 | $1,922+191.4% | $6,852-18.3% | $1,587+252.8% |