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 | $103,585 | $65,365+58.5% | $92,893+11.5% | $72,985+41.9% |
| Participation rate | 64.6% | 68.3%-3.7pp | 76.0%-11.4pp | 69.5%-4.9pp |
| Annual return | 22.22% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,004 | $2,594+15.8% | $3,653-17.8% | $2,440+23.1% |
| Participant deferral / active EE | $6,109 | $3,128+95.3% | $4,236+44.2% | $3,607+69.3% |
| Admin fee / account holder | $10,290 | $4,251+142.1% | $5,794+77.6% | $5,124+100.8% |