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 | $139,772 | $78,672+77.7% | $109,143+28.1% | $85,850+62.8% |
| Participation rate | 61.2% | 68.3%-7.0pp | 75.9%-14.7pp | 69.3%-8.1pp |
| Annual return | 14.75% | 25.09%-10.3pp | 25.75%-11.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,212 | $2,735-19.1% | $3,722-40.6% | $2,565-13.8% |
| Participant deferral / active EE | $6,006 | $3,467+73.2% | $4,653+29.1% | $3,952+52.0% |
| Admin fee / account holder | $13,659 | $5,469+149.7% | $6,752+102.3% | $6,260+118.2% |