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 5-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 | $163,999 | $110,257+48.7% | $96,544+69.9% | $139,434+17.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 26.71% | 26.32%+0.4pp | 25.84%+0.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,854 | $3,620-48.8% | $2,965-37.5% | $4,751-61.0% |
| Participant deferral / active EE | $5,324 | $5,548-4.0% | $4,851+9.7% | $6,710-20.7% |
| Admin fee / account holder | $2,867 | $11,591-75.3% | $8,252-65.3% | $11,403-74.9% |