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 | $70,239 | $38,967+80.3% | $86,233-18.5% | $79,634-11.8% |
| Participation rate | 12.5% | 34.1%-21.5pp | 69.0%-56.5pp | 62.5%-49.9pp |
| Annual return | 19.05% | 49.90%-30.8pp | 61.39%-42.3pp | 36.46%-17.4pp |
| Employer contribution / active EE | $445 | $868-48.8% | $2,504-82.2% | $2,529-82.4% |
| Participant deferral / active EE | $1,027 | $1,663-38.2% | $4,559-77.5% | $3,835-73.2% |
| Admin fee / account holder | $7,112 | $2,660+167.4% | $8,342-14.7% | $1,002+609.9% |