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 | $91,090 | $53,018+71.8% | $70,014+30.1% | $62,891+44.8% |
| Participation rate | 22.2% | 67.2%-45.0pp | 71.8%-49.6pp | 69.3%-47.1pp |
| Annual return | 26.74% | 13.35%+13.4pp | 12.99%+13.8pp | 20.14%+6.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,674 | $2,395-30.1% | $2,931-42.9% | $3,203-47.7% |
| Admin fee / account holder | $11,847 | $3,690+221.1% | $4,380+170.5% | $4,296+175.8% |