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 7-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 | $143,996 | $80,968+77.8% | $96,544+49.2% | $75,163+91.6% |
| Participation rate | 54.3% | 71.8%-17.5pp | 76.0%-21.7pp | 67.2%-12.9pp |
| Annual return | 38.12% | 27.06%+11.1pp | 25.84%+12.3pp | 160.62%-122.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,530 | $3,928-10.1% | $4,851-27.2% | $4,125-14.4% |
| Admin fee / account holder | $530 | $6,724-92.1% | $8,252-93.6% | $5,651-90.6% |