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 | $122,433 | $84,233+45.4% | $170,442-28.2% | $70,131+74.6% |
| Participation rate | 59.5% | 70.8%-11.4pp | 83.6%-24.1pp | 69.5%-10.1pp |
| Annual return | 18.00% | 23.06%-5.1pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $5,160 | $3,387+52.4% | $5,433-5.0% | $2,342+120.3% |
| Participant deferral / active EE | $3,914 | $3,086+26.8% | $4,939-20.8% | $3,332+17.5% |
| Admin fee / account holder | $7,250 | $5,698+27.2% | $13,880-47.8% | $4,645+56.1% |