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 | $191,245 | $109,413+74.8% | $156,263+22.4% | $84,808+125.5% |
| Participation rate | 67.6% | 72.7%-5.0pp | 78.9%-11.3pp | 68.3%-0.7pp |
| Annual return | 55.09% | 20.18%+34.9pp | 59.47%-4.4pp | 40.90%+14.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,816 | $4,590+26.7% | $6,158-5.6% | $4,212+38.1% |
| Admin fee / account holder | $22,947 | $9,357+145.2% | $14,255+61.0% | $7,344+212.5% |