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 | $145,394 | $48,795+198.0% | $65,493+122.0% | $84,808+71.4% |
| Participation rate | 44.7% | 67.0%-22.2pp | 73.1%-28.4pp | 68.3%-23.6pp |
| Annual return | 17.64% | 20.20%-2.6pp | 982.45%-964.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,164 | $1,930-39.7% | $2,574-54.8% | $2,631-55.8% |
| Participant deferral / active EE | $4,556 | $2,928+55.6% | $3,961+15.0% | $4,212+8.2% |
| Admin fee / account holder | $3,589 | $3,877-7.4% | $5,028-28.6% | $7,344-51.1% |