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 | $190,272 | $52,279+264.0% | $89,391+112.9% | $79,858+138.3% |
| Participation rate | 58.8% | 57.5%+1.3pp | 68.0%-9.2pp | 69.6%-10.8pp |
| Annual return | 14.74% | 22.16%-7.4pp | 245.62%-230.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $785 | $1,572-50.1% | $2,586-69.7% | $2,471-68.2% |
| Participant deferral / active EE | $2,354 | $2,740-14.1% | $3,890-39.5% | $3,740-37.0% |
| Admin fee / account holder | $5,873 | $3,356+75.0% | $4,881+20.3% | $5,306+10.7% |