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 | $100,629 | $58,828+71.1% | $77,999+29.0% | $62,891+60.0% |
| Participation rate | 46.7% | 71.1%-24.4pp | 75.5%-28.9pp | 69.3%-22.6pp |
| Annual return | 8.20% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,704 | $2,686-36.5% | $3,497-51.3% | $3,203-46.8% |
| Admin fee / account holder | $7,892 | $4,393+79.6% | $5,480+44.0% | $4,296+83.7% |