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 | $114,900 | $80,968+41.9% | $96,544+19.0% | $75,163+52.9% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 20.20% | 27.06%-6.9pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,883 | $3,928+24.3% | $4,851+0.7% | $4,125+18.4% |
| Admin fee / account holder | $11,335 | $6,724+68.6% | $8,252+37.4% | $5,651+100.6% |