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 | $129,814 | $78,422+65.5% | $95,952+35.3% | $79,858+62.6% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 15.03% | 19.37%-4.3pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,126 | $1,945+9.3% | $2,541-16.3% | $2,471-13.9% |
| Participant deferral / active EE | $4,003 | $3,440+16.4% | $4,167-3.9% | $3,740+7.0% |
| Admin fee / account holder | $10,019 | $5,622+78.2% | $6,795+47.4% | $5,306+88.8% |