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 7-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 | $187,913 | $114,381+64.3% | $107,525+74.8% | $142,382+32.0% |
| Participation rate | 38.5% | 78.1%-39.7pp | 75.1%-36.6pp | 80.1%-41.7pp |
| Annual return | 18.76% | 242.71%-223.9pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,008 | $4,015-50.0% | $3,754-46.5% | $4,299-53.3% |
| Participant deferral / active EE | $5,713 | $5,564+2.7% | $5,116+11.7% | $6,507-12.2% |
| Admin fee / account holder | $5,000 | $9,860-49.3% | $8,919-43.9% | $12,624-60.4% |