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 | $115,825 | $73,933+56.7% | $96,683+19.8% | $75,163+54.1% |
| Participation rate | 44.7% | 66.4%-21.7pp | 74.3%-29.6pp | 67.2%-22.5pp |
| Annual return | 15.44% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,830 | $2,928-37.5% | $3,737-51.0% | $2,670-31.5% |
| Participant deferral / active EE | $5,030 | $3,659+37.5% | $4,878+3.1% | $4,125+21.9% |
| Admin fee / account holder | $5,619 | $5,216+7.7% | $6,730-16.5% | $5,651-0.6% |