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 | $159,341 | $99,652+59.9% | $78,778+102.3% | $147,584+8.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 18.47% | 47.28%-28.8pp | 35.62%-17.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $855 | $2,796-69.4% | $1,986-57.0% | $4,876-82.5% |
| Participant deferral / active EE | $2,718 | $3,664-25.8% | $2,958-8.1% | $5,439-50.0% |
| Admin fee / account holder | $1,521 | $7,155-78.7% | $5,134-70.4% | $10,885-86.0% |