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 | $116,845 | $72,492+61.2% | $87,100+34.1% | $72,985+60.1% |
| Participation rate | 37.1% | 72.8%-35.7pp | 76.9%-39.7pp | 69.5%-32.3pp |
| Annual return | 25.72% | 24.46%+1.3pp | 28.19%-2.5pp | 81.00%-55.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,141 | $3,270-34.5% | $4,049-47.1% | $3,607-40.7% |
| Admin fee / account holder | $931 | $5,055-81.6% | $7,497-87.6% | $5,124-81.8% |