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 | $177,302 | $107,452+65.0% | $91,541+93.7% | $142,382+24.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 69.8%-5.5pp | 80.1%-15.8pp |
| Annual return | 15.29% | 22.06%-6.8pp | 20.50%-5.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,911 | $2,994-36.2% | $2,505-23.7% | $4,299-55.5% |
| Participant deferral / active EE | $4,912 | $4,754+3.3% | $4,008+22.6% | $6,507-24.5% |
| Admin fee / account holder | $1,494 | $8,834-83.1% | $6,956-78.5% | $12,624-88.2% |