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 | $115,269 | $86,929+32.6% | $102,423+12.5% | $80,856+42.6% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 17.19% | 18.88%-1.7pp | 29.32%-12.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,073 | $4,118+47.5% | $5,053+20.2% | $4,296+41.4% |
| Admin fee / account holder | $1,966 | $8,049-75.6% | $9,451-79.2% | $6,918-71.6% |