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 | $102,019 | $72,277+41.1% | $101,248+0.8% | $79,858+27.8% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | 14.24% | 22.30%-8.1pp | 46.47%-32.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,269 | $2,692-52.9% | $3,660-65.3% | $2,471-48.7% |
| Participant deferral / active EE | $1,967 | $3,282-40.1% | $4,370-55.0% | $3,740-47.4% |
| Admin fee / account holder | $4,310 | $4,400-2.0% | $5,945-27.5% | $5,306-18.8% |