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 | $169,096 | $124,281+36.1% | $109,143+54.9% | $167,490+1.0% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.9%-20.9pp | 82.1%-27.1pp |
| Annual return | 24.07% | 26.04%-2.0pp | 25.75%-1.7pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,392 | $4,207-66.9% | $3,722-62.6% | $4,837-71.2% |
| Participant deferral / active EE | $5,567 | $5,255+5.9% | $4,653+19.6% | $6,341-12.2% |
| Admin fee / account holder | $864 | $7,970-89.2% | $6,752-87.2% | $12,309-93.0% |