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 | $201,534 | $60,892+231.0% | $82,389+144.6% | $84,808+137.6% |
| Participation rate | 48.5% | 63.3%-14.8pp | 69.5%-21.1pp | 68.3%-19.8pp |
| Annual return | 14.80% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,131 | $1,779+19.8% | $2,517-15.3% | $2,631-19.0% |
| Participant deferral / active EE | $5,758 | $3,179+81.1% | $4,155+38.6% | $4,212+36.7% |
| Admin fee / account holder | $4,760 | $5,467-12.9% | $7,231-34.2% | $7,344-35.2% |