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 | $88,549 | $51,175+73.0% | $70,515+25.6% | $75,163+17.8% |
| Participation rate | 35.2% | 60.9%-25.8pp | 68.3%-33.2pp | 67.2%-32.0pp |
| Annual return | 21.23% | 30.02%-8.8pp | 32.77%-11.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,180 | $1,826-35.4% | $2,973-60.3% | $2,670-55.8% |
| Participant deferral / active EE | $2,785 | $2,849-2.3% | $4,567-39.0% | $4,125-32.5% |
| Admin fee / account holder | $853 | $4,091-79.1% | $6,412-86.7% | $5,651-84.9% |