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 | $172,283 | $106,515+61.7% | $96,683+78.2% | $139,434+23.6% |
| Participation rate | 11.1% | 77.8%-66.7pp | 74.3%-63.2pp | 80.3%-69.2pp |
| Annual return | 20.52% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,866 | $4,103-54.5% | $3,737-50.1% | $4,751-60.7% |
| Participant deferral / active EE | $5,013 | $5,454-8.1% | $4,878+2.8% | $6,710-25.3% |
| Admin fee / account holder | $12,601 | $7,877+60.0% | $6,730+87.2% | $11,403+10.5% |