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 | $165,213 | $127,264+29.8% | $109,895+50.3% | $167,490-1.4% |
| Participation rate | 43.8% | 77.9%-34.1pp | 74.2%-30.5pp | 82.1%-38.4pp |
| Annual return | 11.83% | 22.97%-11.1pp | 29.45%-17.6pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,517 | $3,322-24.3% | $2,842-11.5% | $4,837-48.0% |
| Participant deferral / active EE | $5,948 | $4,514+31.8% | $4,048+46.9% | $6,341-6.2% |
| Admin fee / account holder | $28,741 | $7,114+304.0% | $6,066+373.8% | $12,309+133.5% |