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 9-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 | $85,630 | $51,175+67.3% | $70,515+21.4% | $75,163+13.9% |
| Participation rate | 57.7% | 60.9%-3.2pp | 68.3%-10.7pp | 67.2%-9.5pp |
| Annual return | 22.39% | 30.02%-7.6pp | 32.77%-10.4pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,023 | $2,849+6.1% | $4,567-33.8% | $4,125-26.7% |
| Admin fee / account holder | $3,665 | $4,091-10.4% | $6,412-42.8% | $5,651-35.1% |