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 | $176,858 | $106,749+65.7% | $145,433+21.6% | $82,448+114.5% |
| Participation rate | 63.0% | 75.6%-12.7pp | 82.1%-19.2pp | 68.1%-5.1pp |
| Annual return | 20.55% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,048 | $3,444-40.5% | $4,554-55.0% | $2,551-19.7% |
| Participant deferral / active EE | $7,202 | $6,519+10.5% | $7,897-8.8% | $4,139+74.0% |
| Admin fee / account holder | $8,393 | $8,3900% | $13,129-36.1% | $7,234+16.0% |