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 7-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 | $191,529 | $112,729+69.9% | $98,716+94.0% | $137,256+39.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 16.48% | 38.48%-22.0pp | 31.81%-15.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,930 | $2,725-29.2% | $2,279-15.3% | $4,156-53.6% |
| Participant deferral / active EE | $13,966 | $4,640+201.0% | $4,048+245.0% | $6,407+118.0% |
| Admin fee / account holder | $954 | $10,129-90.6% | $8,703-89.0% | $12,270-92.2% |