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 | $110,618 | $72,114+53.4% | $108,745+1.7% | $62,891+75.9% |
| Participation rate | 50.0% | 74.6%-24.6pp | 77.7%-27.7pp | 69.3%-19.3pp |
| Annual return | 20.41% | 13.41%+7.0pp | 46.22%-25.8pp | 20.14%+0.3pp |
| Employer contribution / active EE | $684 | $2,694-74.6% | $3,323-79.4% | $2,281-70.0% |
| Participant deferral / active EE | $6,817 | $4,044+68.6% | $5,121+33.1% | $3,203+112.8% |
| Admin fee / account holder | $3,700 | $4,608-19.7% | $6,144-39.8% | $4,296-13.9% |