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 | $200,594 | $99,341+101.9% | $84,750+136.7% | $273,961-26.8% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 2.97% | 22.93%-20.0pp | 22.78%-19.8pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,292 | $4,214-69.3% | $3,574-63.9% | $4,869-73.5% |
| Participant deferral / active EE | $5,877 | $4,269+37.7% | $3,712+58.3% | $5,287+11.2% |
| Admin fee / account holder | $2,161 | $6,644-67.5% | $5,332-59.5% | $10,132-78.7% |