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 | $128,755 | $60,022+114.5% | $88,946+44.8% | $84,808+51.8% |
| Participation rate | 51.3% | 57.8%-6.6pp | 68.8%-17.6pp | 68.3%-17.0pp |
| Annual return | 16.85% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,594 | $1,703-6.4% | $2,555-37.6% | $2,631-39.4% |
| Participant deferral / active EE | $3,586 | $3,114+15.2% | $4,581-21.7% | $4,212-14.8% |
| Admin fee / account holder | $10,818 | $4,811+124.9% | $8,261+31.0% | $7,344+47.3% |