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 | $139,140 | $215,361-35.4% | $171,082-18.7% | $273,961-49.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 4.26% | 25.14%-20.9pp | 32.56%-28.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $9,434 | $4,967+89.9% | $4,002+135.7% | $4,869+93.8% |
| Participant deferral / active EE | $6,234 | $5,543+12.5% | $4,797+30.0% | $5,287+17.9% |
| Admin fee / account holder | $5,780 | $10,846-46.7% | $8,520-32.2% | $10,132-43.0% |