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 | $118,122 | $91,190+29.5% | $178,490-33.8% | $79,858+47.9% |
| Participation rate | 59.7% | 69.2%-9.5pp | 81.9%-22.2pp | 69.6%-9.9pp |
| Annual return | 12.37% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,124 | $3,256-34.8% | $5,011-57.6% | $2,471-14.0% |
| Participant deferral / active EE | $3,808 | $3,236+17.7% | $5,202-26.8% | $3,740+1.8% |
| Admin fee / account holder | $4,592 | $6,751-32.0% | $13,984-67.2% | $5,306-13.5% |