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 | $132,904 | $61,605+115.7% | $112,229+18.4% | $75,163+76.8% |
| Participation rate | 59.3% | 61.7%-2.4pp | 72.4%-13.2pp | 67.2%-7.9pp |
| Annual return | 15.08% | 28.47%-13.4pp | 30.20%-15.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,910 | $2,015-5.2% | $3,430-44.3% | $2,670-28.5% |
| Participant deferral / active EE | $2,677 | $3,108-13.9% | $4,798-44.2% | $4,125-35.1% |
| Admin fee / account holder | $19,469 | $4,862+300.4% | $7,748+151.3% | $5,651+244.5% |