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 | $89,649 | $34,308+161.3% | $74,701+20.0% | $72,985+22.8% |
| Participation rate | 38.8% | 42.4%-3.6pp | 54.5%-15.7pp | 69.5%-30.7pp |
| Annual return | 23.49% | 26.58%-3.1pp | 752.92%-729.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,332 | $1,271+240.7% | $1,964+120.6% | $3,607+20.1% |
| Admin fee / account holder | $2,976 | $2,124+40.1% | $3,333-10.7% | $5,124-41.9% |