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 | $146,023 | $65,365+123.4% | $92,893+57.2% | $72,985+100.1% |
| Participation rate | 65.4% | 68.3%-2.9pp | 76.0%-10.6pp | 69.5%-4.1pp |
| Annual return | 17.27% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,323 | $2,594-10.5% | $3,653-36.4% | $2,440-4.8% |
| Participant deferral / active EE | $4,493 | $3,128+43.6% | $4,236+6.1% | $3,607+24.5% |
| Admin fee / account holder | $1,514 | $4,251-64.4% | $5,794-73.9% | $5,124-70.5% |