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 | $154,924 | $109,413+41.6% | $156,263-0.9% | $84,808+82.7% |
| Participation rate | 22.0% | 72.7%-50.7pp | 78.9%-57.0pp | 68.3%-46.4pp |
| Annual return | 15.48% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,155 | $2,907-60.3% | $4,333-73.4% | $2,631-56.1% |
| Participant deferral / active EE | $3,233 | $4,590-29.6% | $6,158-47.5% | $4,212-23.2% |
| Admin fee / account holder | $1,307 | $9,357-86.0% | $14,255-90.8% | $7,344-82.2% |