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 | $94,046 | $91,190+3.1% | $178,490-47.3% | $79,858+17.8% |
| Participation rate | 22.2% | 69.2%-47.0pp | 81.9%-59.7pp | 69.6%-47.4pp |
| Annual return | 20.82% | 24.19%-3.4pp | 151.07%-130.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $440 | $3,256-86.5% | $5,011-91.2% | $2,471-82.2% |
| Participant deferral / active EE | $901 | $3,236-72.2% | $5,202-82.7% | $3,740-75.9% |
| Admin fee / account holder | $2,810 | $6,751-58.4% | $13,984-79.9% | $5,306-47.0% |