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 | $112,525 | $58,512+92.3% | $84,015+33.9% | $72,985+54.2% |
| Participation rate | 65.8% | 61.2%+4.6pp | 69.0%-3.2pp | 69.5%-3.7pp |
| Annual return | 21.91% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,452 | $1,163+110.8% | $1,983+23.6% | $2,440+0.5% |
| Participant deferral / active EE | $4,114 | $2,394+71.9% | $3,239+27.0% | $3,607+14.0% |
| Admin fee / account holder | $3,097 | $4,569-32.2% | $6,101-49.2% | $5,124-39.6% |