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 | $104,009 | $57,590+80.6% | $86,233+20.6% | $82,448+26.2% |
| Participation rate | 54.8% | 57.9%-3.0pp | 69.0%-14.2pp | 68.1%-13.2pp |
| Annual return | 16.59% | 22.41%-5.8pp | 61.39%-44.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,837 | $1,655+131.8% | $2,504+53.2% | $2,551+50.4% |
| Participant deferral / active EE | $4,942 | $3,080+60.5% | $4,559+8.4% | $4,139+19.4% |
| Admin fee / account holder | $5,000 | $4,730+5.7% | $8,342-40.1% | $7,234-30.9% |