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 | $111,500 | $83,369+33.7% | $105,223+6.0% | $67,986+64.0% |
| Participation rate | 20.1% | 56.3%-36.2pp | 75.0%-54.9pp | 57.2%-37.1pp |
| Annual return | 16.18% | 24.64%-8.5pp | 180.65%-164.5pp | 31.67%-15.5pp |
| Employer contribution / active EE | $801 | $2,541-68.5% | $3,689-78.3% | $2,019-60.3% |
| Participant deferral / active EE | $1,502 | $3,295-54.4% | $5,072-70.4% | $3,358-55.3% |
| Admin fee / account holder | $3,115 | $4,073-23.5% | $8,859-64.8% | $3,203-2.8% |