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 | $186,578 | $51,638+261.3% | $68,368+172.9% | $82,448+126.3% |
| Participation rate | 30.0% | 63.6%-33.6pp | 73.8%-43.8pp | 68.1%-38.1pp |
| Annual return | 17.66% | 37.53%-19.9pp | 292.57%-274.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,068 | $2,914-29.0% | $4,123-49.8% | $4,139-50.0% |
| Admin fee / account holder | $4,155 | $4,643-10.5% | $5,150-19.3% | $7,234-42.6% |