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 | $101,907 | $72,277+41.0% | $101,248+0.7% | $79,858+27.6% |
| Participation rate | 48.4% | 68.5%-20.1pp | 75.8%-27.4pp | 69.6%-21.2pp |
| Annual return | 19.73% | 22.30%-2.6pp | 46.47%-26.7pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,005 | $2,692-25.5% | $3,660-45.2% | $2,471-18.8% |
| Participant deferral / active EE | $5,383 | $3,282+64.0% | $4,370+23.2% | $3,740+43.9% |
| Admin fee / account holder | $393 | $4,400-91.1% | $5,945-93.4% | $5,306-92.6% |