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 | $206,246 | $89,753+129.8% | $107,525+91.8% | $84,808+143.2% |
| Participation rate | 38.5% | 68.1%-29.6pp | 75.1%-36.6pp | 68.3%-29.8pp |
| Annual return | 14.21% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,695 | $3,113-45.5% | $3,754-54.8% | $2,631-35.6% |
| Participant deferral / active EE | $3,331 | $4,056-17.9% | $5,116-34.9% | $4,212-20.9% |
| Admin fee / account holder | $4,171 | $7,222-42.2% | $8,919-53.2% | $7,344-43.2% |