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 | $112,832 | $54,705+106.3% | $71,209+58.5% | $84,808+33.0% |
| Participation rate | 52.2% | 64.1%-11.9pp | 73.8%-21.6pp | 68.3%-16.1pp |
| Annual return | 19.73% | 35.90%-16.2pp | 282.51%-262.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,930 | $2,158-10.6% | $2,721-29.1% | $2,631-26.6% |
| Participant deferral / active EE | $4,473 | $3,030+47.6% | $4,175+7.1% | $4,212+6.2% |
| Admin fee / account holder | $1,816 | $4,863-62.7% | $5,349-66.1% | $7,344-75.3% |