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 | $249,926 | $105,630+136.6% | $87,507+185.6% | $273,961-8.8% |
| Participation rate | 57.1% | 78.2%-21.1pp | 73.8%-16.7pp | 83.0%-25.9pp |
| Annual return | 3.59% | 12.25%-8.7pp | 12.21%-8.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $3,372 | $3,141+7.4% | $2,550+32.3% | $4,869-30.7% |
| Participant deferral / active EE | $6,826 | $3,601+89.6% | $3,149+116.8% | $5,287+29.1% |
| Admin fee / account holder | $621 | $4,781-87.0% | $4,221-85.3% | $10,132-93.9% |