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 | $116,632 | $178,174-34.5% | $156,181-25.3% | $137,256-15.0% |
| Participation rate | 60.9% | 82.0%-21.2pp | 78.8%-18.0pp | 80.0%-19.1pp |
| Annual return | 13.83% | 84.19%-70.4pp | 64.87%-51.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,476 | $4,972-70.3% | $4,294-65.6% | $4,156-64.5% |
| Participant deferral / active EE | $8,632 | $6,888+25.3% | $6,132+40.8% | $6,407+34.7% |
| Admin fee / account holder | $715 | $17,404-95.9% | $14,586-95.1% | $12,270-94.2% |