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 | $155,926 | $78,422+98.8% | $95,952+62.5% | $79,858+95.3% |
| Participation rate | 68.4% | 73.5%-5.1pp | 77.1%-8.7pp | 69.6%-1.2pp |
| Annual return | 16.36% | 19.37%-3.0pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,847 | $1,945+46.3% | $2,541+12.0% | $2,471+15.2% |
| Participant deferral / active EE | $8,715 | $3,440+153.4% | $4,167+109.2% | $3,740+133.0% |
| Admin fee / account holder | $693 | $5,622-87.7% | $6,795-89.8% | $5,306-86.9% |