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 | $193,150 | $127,065+52.0% | $113,168+70.7% | $142,382+35.7% |
| Participation rate | 61.9% | 79.2%-17.3pp | 76.6%-14.7pp | 80.1%-18.2pp |
| Annual return | 16.46% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,552 | $3,442-25.9% | $2,975-14.2% | $4,299-40.6% |
| Participant deferral / active EE | $7,031 | $5,716+23.0% | $5,107+37.7% | $6,507+8.0% |
| Admin fee / account holder | $2,112 | $15,736-86.6% | $12,068-82.5% | $12,624-83.3% |