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 | $143,647 | $93,571+53.5% | $135,903+5.7% | $75,163+91.1% |
| Participation rate | 63.4% | 75.2%-11.8pp | 81.9%-18.5pp | 67.2%-3.8pp |
| Annual return | 18.58% | 30.90%-12.3pp | 68.23%-49.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $870 | $3,537-75.4% | $4,856-82.1% | $2,670-67.4% |
| Participant deferral / active EE | $4,736 | $6,404-26.1% | $7,758-39.0% | $4,125+14.8% |
| Admin fee / account holder | $5,202 | $6,975-25.4% | $10,762-51.7% | $5,651-7.9% |