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 | $149,076 | $95,453+56.2% | $112,040+33.1% | $82,448+80.8% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.5%-7.1pp | 68.1%+1.3pp |
| Annual return | 16.71% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $911 | $2,318-60.7% | $2,954-69.2% | $2,551-64.3% |
| Participant deferral / active EE | $4,598 | $4,224+8.9% | $5,098-9.8% | $4,139+11.1% |
| Admin fee / account holder | $4,219 | $9,013-53.2% | $12,098-65.1% | $7,234-41.7% |