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 | $191,762 | $70,428+172.3% | $96,562+98.6% | $85,850+123.4% |
| Participation rate | 55.2% | 61.8%-6.6pp | 69.8%-14.6pp | 69.3%-14.1pp |
| Annual return | 16.99% | 18.59%-1.6pp | 37.78%-20.8pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,069 | $1,413-24.4% | $2,356-54.7% | $2,565-58.3% |
| Participant deferral / active EE | $2,018 | $2,894-30.3% | $3,849-47.6% | $3,952-48.9% |
| Admin fee / account holder | $6,057 | $4,997+21.2% | $6,181-2.0% | $6,260-3.2% |