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 | $146,615 | $115,770+26.6% | $101,248+44.8% | $158,922-7.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 19.10% | 56.14%-37.0pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,006 | $4,175-75.9% | $3,660-72.5% | $4,761-78.9% |
| Participant deferral / active EE | $4,240 | $4,957-14.5% | $4,370-3.0% | $5,982-29.1% |
| Admin fee / account holder | $597 | $7,245-91.8% | $5,945-90.0% | $11,246-94.7% |