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 | $111,946 | $52,580+112.9% | $71,671+56.2% | $70,131+59.6% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 16.65% | 20.25%-3.6pp | 20.65%-4.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $586 | $1,616-63.7% | $2,460-76.2% | $2,342-75.0% |
| Participant deferral / active EE | $1,568 | $2,386-34.3% | $3,438-54.4% | $3,332-52.9% |
| Admin fee / account holder | $1,104 | $3,653-69.8% | $5,558-80.1% | $4,645-76.2% |