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 | $115,160 | $37,426+207.7% | $77,482+48.6% | $79,858+44.2% |
| Participation rate | 42.9% | 41.5%+1.3pp | 54.2%-11.3pp | 69.6%-26.8pp |
| Annual return | 14.06% | 39.70%-25.6pp | 54.79%-40.7pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,871 | $1,260+127.9% | $1,861+54.3% | $3,740-23.2% |
| Admin fee / account holder | $4,053 | $2,504+61.8% | $2,858+41.8% | $5,306-23.6% |