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 | $108,271 | $59,839+80.9% | $81,983+32.1% | $79,858+35.6% |
| Participation rate | 49.4% | 61.6%-12.2pp | 69.2%-19.8pp | 69.6%-20.2pp |
| Annual return | 24.91% | 17.56%+7.4pp | 41.31%-16.4pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,433 | $1,713-16.4% | $2,498-42.6% | $2,471-42.0% |
| Participant deferral / active EE | $3,631 | $2,695+34.7% | $3,722-2.4% | $3,740-2.9% |
| Admin fee / account holder | $1,614 | $4,287-62.4% | $5,664-71.5% | $5,306-69.6% |