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 | $147,083 | $73,787+99.3% | $98,716+49.0% | $82,448+78.4% |
| Participation rate | 32.0% | 61.4%-29.4pp | 69.3%-37.3pp | 68.1%-36.1pp |
| Annual return | 17.98% | 18.57%-0.6pp | 31.81%-13.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $712 | $1,511-52.9% | $2,279-68.7% | $2,551-72.1% |
| Participant deferral / active EE | $2,162 | $3,081-29.8% | $4,048-46.6% | $4,139-47.8% |
| Admin fee / account holder | $3,764 | $6,500-42.1% | $8,703-56.8% | $7,234-48.0% |