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 | $162,883 | $127,264+28.0% | $109,895+48.2% | $167,490-2.8% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.2%-37.9pp | 82.1%-45.7pp |
| Annual return | 25.14% | 22.97%+2.2pp | 29.45%-4.3pp | 478.56%-453.4pp |
| Employer contribution / active EE | $708 | $3,322-78.7% | $2,842-75.1% | $4,837-85.4% |
| Participant deferral / active EE | $3,584 | $4,514-20.6% | $4,048-11.5% | $6,341-43.5% |
| Admin fee / account holder | $8,026 | $7,114+12.8% | $6,066+32.3% | $12,309-34.8% |