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 7-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 | $149,777 | $118,450+26.4% | $98,439+52.2% | $139,434+7.4% |
| Participation rate | 46.7% | 77.4%-30.8pp | 75.2%-28.5pp | 80.3%-33.7pp |
| Annual return | 16.68% | 18.94%-2.3pp | 21.16%-4.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $922 | $3,609-74.5% | $3,048-69.8% | $4,751-80.6% |
| Participant deferral / active EE | $6,537 | $5,392+21.2% | $4,738+38.0% | $6,710-2.6% |
| Admin fee / account holder | $2,396 | $14,026-82.9% | $8,948-73.2% | $11,403-79.0% |