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 | $153,413 | $78,422+95.6% | $95,952+59.9% | $79,858+92.1% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 11.03% | 19.37%-8.3pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,062 | $1,945+6.0% | $2,541-18.8% | $2,471-16.5% |
| Participant deferral / active EE | $4,980 | $3,440+44.8% | $4,167+19.5% | $3,740+33.1% |
| Admin fee / account holder | $15,732 | $5,622+179.8% | $6,795+131.5% | $5,306+196.5% |