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 | $209,773 | $111,814+87.6% | $103,374+102.9% | $145,959+43.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 16.97% | 24.77%-7.8pp | 24.89%-7.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,553 | $4,214-63.1% | $3,869-59.9% | $4,661-66.7% |
| Participant deferral / active EE | $5,288 | $5,618-5.9% | $5,058+4.5% | $6,689-20.9% |
| Admin fee / account holder | $4,425 | $9,754-54.6% | $8,394-47.3% | $13,398-67.0% |