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 5-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 | $99,169 | $60,022+65.2% | $88,946+11.5% | $84,808+16.9% |
| Participation rate | 68.6% | 57.8%+10.7pp | 68.8%-0.3pp | 68.3%+0.3pp |
| Annual return | 16.70% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,139 | $1,703+25.6% | $2,555-16.3% | $2,631-18.7% |
| Participant deferral / active EE | $4,772 | $3,114+53.3% | $4,581+4.2% | $4,212+13.3% |
| Admin fee / account holder | $1,254 | $4,811-73.9% | $8,261-84.8% | $7,344-82.9% |