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 | $194,869 | $124,281+56.8% | $109,143+78.5% | $167,490+16.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 12.40% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,997 | $4,207-52.5% | $3,722-46.3% | $4,837-58.7% |
| Participant deferral / active EE | $6,049 | $5,255+15.1% | $4,653+30.0% | $6,341-4.6% |
| Admin fee / account holder | $638 | $7,970-92.0% | $6,752-90.6% | $12,309-94.8% |