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 | $192,936 | $74,927+157.5% | $101,794+89.5% | $84,808+127.5% |
| Participation rate | 46.7% | 61.4%-14.7pp | 69.2%-22.5pp | 68.3%-21.6pp |
| Annual return | 18.45% | 18.70%-0.3pp | 30.53%-12.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,782 | $1,522+17.1% | $2,289-22.1% | $2,631-32.3% |
| Participant deferral / active EE | $5,429 | $3,099+75.2% | $4,084+32.9% | $4,212+28.9% |
| Admin fee / account holder | $4,714 | $6,514-27.6% | $8,777-46.3% | $7,344-35.8% |