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 | $121,497 | $78,705+54.4% | $117,854+3.1% | $70,131+73.2% |
| Participation rate | 62.1% | 73.2%-11.1pp | 79.7%-17.6pp | 69.5%-7.5pp |
| Annual return | 22.39% | 23.30%-0.9pp | 335.08%-312.7pp | 73.14%-50.7pp |
| Employer contribution / active EE | $882 | $2,223-60.3% | $3,786-76.7% | $2,342-62.4% |
| Participant deferral / active EE | $3,152 | $3,297-4.4% | $4,482-29.7% | $3,332-5.4% |
| Admin fee / account holder | $1,091 | $5,065-78.5% | $8,020-86.4% | $4,645-76.5% |