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 | $83,090 | $57,541+44.4% | $95,745-13.2% | $75,163+10.5% |
| Participation rate | 24.2% | 62.5%-38.3pp | 72.3%-48.0pp | 67.2%-42.9pp |
| Annual return | 17.07% | 34.93%-17.9pp | 28.35%-11.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $462 | $1,808-74.5% | $2,835-83.7% | $2,670-82.7% |
| Participant deferral / active EE | $1,696 | $3,074-44.8% | $4,245-60.0% | $4,125-58.9% |
| Admin fee / account holder | $516 | $4,099-87.4% | $5,678-90.9% | $5,651-90.9% |