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 | $170,005 | $91,552+85.7% | $133,956+26.9% | $79,858+112.9% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 11.00% | 61.85%-50.9pp | 45.09%-34.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,905 | $2,384-20.1% | $3,919-51.4% | $2,471-22.9% |
| Participant deferral / active EE | $4,528 | $3,733+21.3% | $5,048-10.3% | $3,740+21.1% |
| Admin fee / account holder | $2,458 | $6,321-61.1% | $8,927-72.5% | $5,306-53.7% |