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 | $125,325 | $74,927+67.3% | $101,794+23.1% | $84,808+47.8% |
| Participation rate | 61.4% | 61.4%0pp | 69.2%-7.8pp | 68.3%-6.9pp |
| Annual return | 17.66% | 18.70%-1.0pp | 30.53%-12.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,351 | $1,522+120.2% | $2,289+46.4% | $2,631+27.4% |
| Participant deferral / active EE | $6,838 | $3,099+120.6% | $4,084+67.4% | $4,212+62.4% |
| Admin fee / account holder | $3,359 | $6,514-48.4% | $8,777-61.7% | $7,344-54.3% |