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 | $163,807 | $88,672+84.7% | $105,223+55.7% | $82,448+98.7% |
| Participation rate | 42.2% | 67.9%-25.7pp | 75.0%-32.8pp | 68.1%-25.8pp |
| Annual return | 19.00% | 30.86%-11.9pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,664 | $3,048-45.4% | $3,689-54.9% | $2,551-34.8% |
| Participant deferral / active EE | $3,441 | $4,036-14.7% | $5,072-32.2% | $4,139-16.9% |
| Admin fee / account holder | $347 | $7,146-95.1% | $8,859-96.1% | $7,234-95.2% |