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 | $192,591 | $85,022+126.5% | $70,515+173.1% | $139,434+38.1% |
| Participation rate | 47.1% | 73.9%-26.9pp | 68.3%-21.3pp | 80.3%-33.3pp |
| Annual return | 17.98% | 30.38%-12.4pp | 32.77%-14.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,843 | $3,909-52.9% | $2,973-38.0% | $4,751-61.2% |
| Participant deferral / active EE | $5,922 | $5,890+0.5% | $4,567+29.7% | $6,710-11.7% |
| Admin fee / account holder | $17,680 | $8,906+98.5% | $6,412+175.7% | $11,403+55.1% |