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 | $100,220 | $50,082+100.1% | $93,406+7.3% | $79,858+25.5% |
| Participation rate | 53.5% | 60.9%-7.4pp | 66.8%-13.3pp | 69.6%-16.1pp |
| Annual return | 13.54% | 24.59%-11.0pp | 78.05%-64.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $584 | $1,303-55.2% | $2,075-71.9% | $2,471-76.4% |
| Participant deferral / active EE | $2,922 | $2,212+32.1% | $3,126-6.5% | $3,740-21.9% |
| Admin fee / account holder | $6,126 | $3,454+77.3% | $5,230+17.1% | $5,306+15.4% |