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 9-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 | $135,182 | $87,013+55.4% | $106,213+27.3% | $80,856+67.2% |
| Participation rate | 37.5% | 70.4%-32.9pp | 75.3%-37.8pp | 67.6%-30.1pp |
| Annual return | 18.52% | 17.05%+1.5pp | 116.14%-97.6pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,603 | $2,395+50.4% | $3,171+13.6% | $2,755+30.8% |
| Participant deferral / active EE | $3,836 | $3,986-3.8% | $5,016-23.5% | $4,296-10.7% |
| Admin fee / account holder | $12,317 | $8,431+46.1% | $11,033+11.6% | $6,918+78.0% |