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 8-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 | $195,495 | $100,970+93.6% | $96,576+102.4% | $137,256+42.4% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 20.66% | 38.16%-17.5pp | 38.47%-17.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,107 | $3,809+7.8% | $3,553+15.6% | $4,156-1.2% |
| Participant deferral / active EE | $11,949 | $8,286+44.2% | $7,956+50.2% | $6,407+86.5% |
| Admin fee / account holder | $727 | $11,312-93.6% | $11,381-93.6% | $12,270-94.1% |