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 | $114,068 | $49,227+131.7% | $70,449+61.9% | $79,858+42.8% |
| Participation rate | 67.4% | 69.2%-1.8pp | 75.1%-7.7pp | 69.6%-2.2pp |
| Annual return | 15.16% | 30.06%-14.9pp | 109.03%-93.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,054 | $2,099-49.8% | $2,737-61.5% | $2,471-57.3% |
| Participant deferral / active EE | $3,441 | $2,768+24.3% | $3,709-7.2% | $3,740-8.0% |
| Admin fee / account holder | $27,035 | $2,878+839.3% | $3,845+603.1% | $5,306+409.5% |