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 | $119,698 | $78,926+51.7% | $136,749-12.5% | $84,808+41.1% |
| Participation rate | 53.1% | 62.2%-9.1pp | 72.1%-19.0pp | 68.3%-15.2pp |
| Annual return | 20.93% | 18.17%+2.8pp | 24.33%-3.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,869 | $2,134-12.4% | $3,400-45.0% | $2,631-29.0% |
| Participant deferral / active EE | $3,999 | $3,168+26.2% | $4,692-14.8% | $4,212-5.0% |
| Admin fee / account holder | $13,026 | $6,369+104.5% | $11,386+14.4% | $7,344+77.4% |