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 | $147,078 | $68,573+114.5% | $120,368+22.2% | $80,874+81.9% |
| Participation rate | 20.6% | 61.6%-41.0pp | 71.9%-51.3pp | 67.6%-47.0pp |
| Annual return | 15.74% | 23.61%-7.9pp | 107.26%-91.5pp | 35.62%-19.9pp |
| Employer contribution / active EE | $593 | $2,052-71.1% | $3,465-82.9% | $2,756-78.5% |
| Participant deferral / active EE | $1,491 | $3,174-53.0% | $4,991-70.1% | $4,297-65.3% |
| Admin fee / account holder | $1,917 | $5,734-66.6% | $9,429-79.7% | $6,935-72.4% |