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 | $154,585 | $25,014+518.0% | $69,647+122.0% | $80,856+91.2% |
| Participation rate | 48.4% | 64.2%-15.9pp | 66.5%-18.1pp | 67.6%-19.3pp |
| Annual return | 15.05% | 19.07%-4.0pp | 100.48%-85.4pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,960 | $993+97.4% | $1,712+14.5% | $2,755-28.8% |
| Participant deferral / active EE | $2,765 | $1,839+50.4% | $2,886-4.2% | $4,296-35.6% |
| Admin fee / account holder | $3,859 | $2,488+55.1% | $4,713-18.1% | $6,918-44.2% |