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 | $112,121 | $52,279+114.5% | $89,391+25.4% | $79,858+40.4% |
| Participation rate | 65.7% | 57.5%+8.2pp | 68.0%-2.3pp | 69.6%-3.9pp |
| Annual return | 14.05% | 22.16%-8.1pp | 245.62%-231.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $449 | $1,572-71.4% | $2,586-82.6% | $2,471-81.8% |
| Participant deferral / active EE | $4,507 | $2,740+64.5% | $3,890+15.9% | $3,740+20.5% |
| Admin fee / account holder | $4,756 | $3,356+41.7% | $4,881-2.6% | $5,306-10.4% |