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 | $111,993 | $53,127+110.8% | $86,590+29.3% | $70,131+59.7% |
| Participation rate | 57.6% | 65.3%-7.7pp | 73.5%-16.0pp | 69.5%-12.0pp |
| Annual return | 17.10% | 27.66%-10.6pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,344 | $2,068-35.0% | $2,839-52.7% | $2,342-42.6% |
| Participant deferral / active EE | $2,118 | $2,696-21.4% | $3,609-41.3% | $3,332-36.4% |
| Admin fee / account holder | $2,282 | $3,585-36.3% | $4,906-53.5% | $4,645-50.9% |