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 | $97,034 | $70,428+37.8% | $96,562+0.5% | $85,850+13.0% |
| Participation rate | 56.1% | 61.8%-5.7pp | 69.8%-13.7pp | 69.3%-13.2pp |
| Annual return | 14.23% | 18.59%-4.4pp | 37.78%-23.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $564 | $1,413-60.1% | $2,356-76.1% | $2,565-78.0% |
| Participant deferral / active EE | $3,803 | $2,894+31.4% | $3,849-1.2% | $3,952-3.8% |
| Admin fee / account holder | $5,025 | $4,997+0.6% | $6,181-18.7% | $6,260-19.7% |