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 | $106,361 | $83,477+27.4% | $125,175-15.0% | $72,985+45.7% |
| Participation rate | 46.4% | 73.3%-26.9pp | 79.8%-33.4pp | 69.5%-23.1pp |
| Annual return | 23.59% | 25.78%-2.2pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,846 | $2,345-21.3% | $3,865-52.2% | $2,440-24.3% |
| Participant deferral / active EE | $3,959 | $3,585+10.4% | $4,937-19.8% | $3,607+9.7% |
| Admin fee / account holder | $2,095 | $5,517-62.0% | $9,702-78.4% | $5,124-59.1% |