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 | $112,791 | $48,046+134.8% | $84,611+33.3% | $72,985+54.5% |
| Participation rate | 65.0% | 57.6%+7.4pp | 68.2%-3.2pp | 69.5%-4.5pp |
| Annual return | 19.39% | 37.38%-18.0pp | 258.74%-239.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,756 | $2,680+2.8% | $3,899-29.3% | $3,607-23.6% |
| Admin fee / account holder | $4,910 | $3,395+44.6% | $4,9120% | $5,124-4.2% |