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 9-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 | $145,844 | $106,515+36.9% | $96,683+50.8% | $139,434+4.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 18.96% | 38.43%-19.5pp | 35.69%-16.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $796 | $4,103-80.6% | $3,737-78.7% | $4,751-83.2% |
| Participant deferral / active EE | $1,990 | $5,454-63.5% | $4,878-59.2% | $6,710-70.3% |
| Admin fee / account holder | $583 | $7,877-92.6% | $6,730-91.3% | $11,403-94.9% |