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 | $103,306 | $89,355+15.6% | $141,162-26.8% | $72,985+41.5% |
| Participation rate | 60.6% | 75.1%-14.5pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 21.53% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,600 | $3,114-48.6% | $4,735-66.2% | $2,440-34.4% |
| Participant deferral / active EE | $3,531 | $5,418-34.8% | $6,709-47.4% | $3,607-2.1% |
| Admin fee / account holder | $6,927 | $5,958+16.3% | $10,261-32.5% | $5,124+35.2% |