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 | $107,287 | $65,041+65.0% | $90,951+18.0% | $79,858+34.3% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 31.02% | 30.45%+0.6pp | 134.60%-103.6pp | 31.71%-0.7pp |
| Employer contribution / active EE | $1,431 | $1,247+14.8% | $2,122-32.5% | $2,471-42.1% |
| Participant deferral / active EE | $6,204 | $2,512+147.0% | $3,373+83.9% | $3,740+65.9% |
| Admin fee / account holder | $3,652 | $4,536-19.5% | $5,959-38.7% | $5,306-31.2% |