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 | $93,442 | $125,758-25.7% | $169,993-45.0% | $75,163+24.3% |
| Participation rate | 69.5% | 83.6%-14.1pp | 87.0%-17.5pp | 67.2%+2.3pp |
| Annual return | 17.98% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,248 | $4,615-51.3% | $6,785-66.9% | $2,670-15.8% |
| Participant deferral / active EE | $5,387 | $6,837-21.2% | $10,408-48.2% | $4,125+30.6% |
| Admin fee / account holder | $3,652 | $8,173-55.3% | $12,815-71.5% | $5,651-35.4% |