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 | $175,267 | $112,729+55.5% | $98,716+77.5% | $137,256+27.7% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 16.13% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $950 | $2,725-65.1% | $2,279-58.3% | $4,156-77.1% |
| Participant deferral / active EE | $3,300 | $4,640-28.9% | $4,048-18.5% | $6,407-48.5% |
| Admin fee / account holder | $2,241 | $10,129-77.9% | $8,703-74.3% | $12,270-81.7% |