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 | $207,890 | $99,633+108.7% | $183,328+13.4% | $82,448+152.1% |
| Participation rate | 28.1% | 70.8%-42.6pp | 77.3%-49.2pp | 68.1%-39.9pp |
| Annual return | 20.19% | 17.84%+2.4pp | 29.67%-9.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,972 | $3,256-8.7% | $5,055-41.2% | $2,551+16.5% |
| Participant deferral / active EE | $5,663 | $4,938+14.7% | $6,795-16.7% | $4,139+36.8% |
| Admin fee / account holder | $2,104 | $9,934-78.8% | $21,427-90.2% | $7,234-70.9% |