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 | $144,176 | $108,825+32.5% | $156,181-7.7% | $82,448+74.9% |
| Participation rate | 59.4% | 72.4%-13.0pp | 78.8%-19.5pp | 68.1%-8.7pp |
| Annual return | 18.24% | 20.59%-2.4pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,937 | $2,870-32.5% | $4,294-54.9% | $2,551-24.1% |
| Participant deferral / active EE | $6,114 | $4,577+33.6% | $6,132-0.3% | $4,139+47.7% |
| Admin fee / account holder | $4,026 | $9,341-56.9% | $14,586-72.4% | $7,234-44.4% |