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 | $195,777 | $48,750+301.6% | $88,946+120.1% | $74,304+163.5% |
| Participation rate | 8.9% | 44.5%-35.6pp | 68.8%-59.9pp | 60.3%-51.5pp |
| Annual return | 14.65% | 25.91%-11.3pp | 57.82%-43.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $418 | $1,255-66.7% | $2,555-83.6% | $2,241-81.4% |
| Participant deferral / active EE | $999 | $2,423-58.8% | $4,581-78.2% | $3,767-73.5% |
| Admin fee / account holder | $1,545 | $3,756-58.9% | $8,261-81.3% | $2,969-48.0% |