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 | $167,368 | $140,940+18.8% | $112,229+49.1% | $139,434+20.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 16.11% | 32.71%-16.6pp | 30.20%-14.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,401 | $4,283-67.3% | $3,430-59.2% | $4,751-70.5% |
| Participant deferral / active EE | $1,568 | $5,874-73.3% | $4,798-67.3% | $6,710-76.6% |
| Admin fee / account holder | $372 | $9,954-96.3% | $7,748-95.2% | $11,403-96.7% |