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 | $90,233 | $83,477+8.1% | $125,175-27.9% | $72,985+23.6% |
| Participation rate | 60.8% | 73.3%-12.5pp | 79.8%-19.0pp | 69.5%-8.7pp |
| Annual return | 26.33% | 25.78%+0.5pp | 43.79%-17.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $973 | $2,345-58.5% | $3,865-74.8% | $2,440-60.1% |
| Participant deferral / active EE | $2,708 | $3,585-24.5% | $4,937-45.1% | $3,607-24.9% |
| Admin fee / account holder | $502 | $5,517-90.9% | $9,702-94.8% | $5,124-90.2% |