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 | $121,701 | $91,552+32.9% | $133,956-9.1% | $79,858+52.4% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.6%-21.2pp |
| Annual return | 12.74% | 61.85%-49.1pp | 45.09%-32.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,770 | $3,733-52.6% | $5,048-64.9% | $3,740-52.7% |
| Admin fee / account holder | $1,050 | $6,321-83.4% | $8,927-88.2% | $5,306-80.2% |