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 | $174,186 | $60,022+190.2% | $88,946+95.8% | $84,808+105.4% |
| Participation rate | 43.8% | 57.8%-14.1pp | 68.8%-25.1pp | 68.3%-24.6pp |
| Annual return | 21.36% | 22.43%-1.1pp | 57.82%-36.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,817 | $1,703+65.4% | $2,555+10.2% | $2,631+7.1% |
| Participant deferral / active EE | $4,889 | $3,114+57.0% | $4,581+6.7% | $4,212+16.1% |
| Admin fee / account holder | $3,481 | $4,811-27.6% | $8,261-57.9% | $7,344-52.6% |