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 | $191,655 | $102,245+87.4% | $89,340+114.5% | $137,256+39.6% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 16.94% | 21.89%-5.0pp | 20.57%-3.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,180 | $2,529+25.7% | $2,231+42.5% | $4,156-23.5% |
| Participant deferral / active EE | $8,254 | $4,436+86.1% | $3,823+115.9% | $6,407+28.8% |
| Admin fee / account holder | $922 | $8,085-88.6% | $6,704-86.2% | $12,270-92.5% |