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 | $201,156 | $114,381+75.9% | $107,525+87.1% | $142,382+41.3% |
| Participation rate | 27.3% | 78.1%-50.9pp | 75.1%-47.8pp | 80.1%-52.8pp |
| Annual return | 16.89% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,203 | $4,015-70.0% | $3,754-67.9% | $4,299-72.0% |
| Participant deferral / active EE | $3,832 | $5,564-31.1% | $5,116-25.1% | $6,507-41.1% |
| Admin fee / account holder | $51,042 | $9,860+417.7% | $8,919+472.3% | $12,624+304.3% |