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 | $155,197 | $81,248+91.0% | $155,509-0.2% | $80,856+91.9% |
| Participation rate | 31.7% | 66.2%-34.5pp | 78.2%-46.5pp | 67.6%-35.9pp |
| Annual return | 13.55% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,103 | $3,100-64.4% | $4,672-76.4% | $2,755-60.0% |
| Participant deferral / active EE | $3,044 | $3,452-11.8% | $5,626-45.9% | $4,296-29.1% |
| Admin fee / account holder | $5,932 | $7,997-25.8% | $15,912-62.7% | $6,918-14.3% |