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 | $248,219 | $99,985+148.3% | $146,665+69.2% | $85,850+189.1% |
| Participation rate | 39.0% | 73.1%-34.0pp | 80.1%-41.0pp | 69.3%-30.3pp |
| Annual return | 11.97% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,431 | $2,559-44.1% | $4,136-65.4% | $2,565-44.2% |
| Participant deferral / active EE | $2,320 | $4,006-42.1% | $5,506-57.9% | $3,952-41.3% |
| Admin fee / account holder | $1,802 | $7,702-76.6% | $10,280-82.5% | $6,260-71.2% |