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 | $224,640 | $209,411+7.3% | $178,490+25.9% | $158,922+41.4% |
| Participation rate | 23.1% | 86.3%-63.3pp | 81.9%-58.8pp | 82.0%-58.9pp |
| Annual return | 17.04% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,336 | $5,706-76.6% | $5,011-73.3% | $4,761-71.9% |
| Participant deferral / active EE | $3,256 | $5,954-45.3% | $5,202-37.4% | $5,982-45.6% |
| Admin fee / account holder | $1,976 | $17,074-88.4% | $13,984-85.9% | $11,246-82.4% |