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 | $118,528 | $71,050+66.8% | $93,606+26.6% | $80,856+46.6% |
| Participation rate | 68.6% | 60.4%+8.2pp | 68.7%-0.1pp | 67.6%+0.9pp |
| Annual return | 12.43% | 11.26%+1.2pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,636 | $1,564+4.6% | $2,420-32.4% | $2,755-40.6% |
| Participant deferral / active EE | $2,863 | $4,034-29.0% | $4,411-35.1% | $4,296-33.4% |
| Admin fee / account holder | $3,955 | $6,945-43.1% | $8,285-52.3% | $6,918-42.8% |