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 | $138,573 | $89,753+54.4% | $107,525+28.9% | $84,808+63.4% |
| Participation rate | 52.0% | 68.1%-16.1pp | 75.1%-23.1pp | 68.3%-16.3pp |
| Annual return | 18.46% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,578 | $3,113-49.3% | $3,754-58.0% | $2,631-40.0% |
| Participant deferral / active EE | $4,038 | $4,056-0.4% | $5,116-21.1% | $4,212-4.1% |
| Admin fee / account holder | $1,877 | $7,222-74.0% | $8,919-79.0% | $7,344-74.4% |