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 | $114,298 | $39,019+192.9% | $80,716+41.6% | $85,850+33.1% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.3%-19.3pp |
| Annual return | 16.91% | 26.27%-9.4pp | 87.28%-70.4pp | 318.53%-301.6pp |
| Employer contribution / active EE | $681 | $722-5.7% | $1,160-41.3% | $2,565-73.5% |
| Participant deferral / active EE | $4,004 | $1,326+202.1% | $2,146+86.6% | $3,952+1.3% |
| Admin fee / account holder | $1,535 | $2,431-36.8% | $3,380-54.6% | $6,260-75.5% |