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 | $123,854 | $66,098+87.4% | $101,794+21.7% | $74,304+66.7% |
| Participation rate | 56.3% | 53.8%+2.5pp | 69.2%-12.9pp | 60.3%-4.1pp |
| Annual return | 13.18% | 19.59%-6.4pp | 30.53%-17.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $627 | $1,082-42.0% | $2,289-72.6% | $2,241-72.0% |
| Participant deferral / active EE | $5,348 | $2,781+92.3% | $4,084+31.0% | $3,767+42.0% |
| Admin fee / account holder | $7,020 | $4,146+69.3% | $8,777-20.0% | $2,969+136.5% |