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 | $132,305 | $63,764+107.5% | $81,930+61.5% | $79,858+65.7% |
| Participation rate | 35.3% | 67.5%-32.2pp | 72.0%-36.7pp | 69.6%-34.3pp |
| Annual return | 11.80% | 22.66%-10.9pp | 29.49%-17.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,626 | $2,780-5.6% | $7,107-63.1% | $3,740-29.8% |
| Admin fee / account holder | $3,012 | $4,426-32.0% | $5,158-41.6% | $5,306-43.2% |