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 | $211,859 | $135,952+55.8% | $123,892+71.0% | $273,961-22.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.89% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,817 | $5,170-26.2% | $4,617-17.3% | $4,869-21.6% |
| Participant deferral / active EE | $8,897 | $6,343+40.3% | $5,984+48.7% | $5,287+68.3% |
| Admin fee / account holder | $33,711 | $9,817+243.4% | $8,357+303.4% | $10,132+232.7% |