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 8-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 | $156,723 | $57,354+173.3% | $83,848+86.9% | $64,186+144.2% |
| Participation rate | 66.2% | 68.6%-2.5pp | 76.1%-10.0pp | 69.6%-3.4pp |
| Annual return | 12.27% | 11.38%+0.9pp | 850.88%-838.6pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,948 | $2,545-23.5% | $3,631-46.4% | $2,381-18.2% |
| Participant deferral / active EE | $3,292 | $2,993+10.0% | $4,082-19.3% | $3,470-5.1% |
| Admin fee / account holder | $7,082 | $4,046+75.0% | $5,478+29.3% | $4,888+44.9% |