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 | $127,538 | $49,922+155.5% | $80,569+58.3% | $75,163+69.7% |
| Participation rate | 65.5% | 55.3%+10.2pp | 67.0%-1.5pp | 67.2%-1.7pp |
| Annual return | 20.87% | 34.69%-13.8pp | 935.43%-914.6pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,817 | $1,698+7.0% | $2,723-33.3% | $2,670-32.0% |
| Participant deferral / active EE | $5,018 | $2,990+67.8% | $4,447+12.8% | $4,125+21.6% |
| Admin fee / account holder | $5,655 | $3,577+58.1% | $5,377+5.2% | $5,651+0.1% |