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 | $104,783 | $57,065+83.6% | $75,670+38.5% | $70,131+49.4% |
| Participation rate | 55.8% | 68.1%-12.3pp | 72.3%-16.6pp | 69.5%-13.8pp |
| Annual return | 16.75% | 23.57%-6.8pp | 27.34%-10.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,736 | $2,580-32.7% | $3,142-44.8% | $3,332-47.9% |
| Admin fee / account holder | $3,894 | $3,825+1.8% | $5,800-32.9% | $4,645-16.2% |