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 | $121,638 | $52,681+130.9% | $75,781+60.5% | $59,632+104.0% |
| Participation rate | 64.5% | 67.2%-2.7pp | 75.8%-11.3pp | 68.7%-4.2pp |
| Annual return | -0.01% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,673 | $2,193-23.7% | $3,323-49.7% | $2,203-24.1% |
| Participant deferral / active EE | $3,298 | $2,591+27.3% | $3,651-9.7% | $3,192+3.3% |
| Admin fee / account holder | $3,695 | $3,610+2.4% | $5,299-30.3% | $4,297-14.0% |