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 | $220,507 | $112,096+96.7% | $95,952+129.8% | $158,922+38.8% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 19.15% | 171.09%-151.9pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,340 | $3,198-26.8% | $2,541-7.9% | $4,761-50.8% |
| Participant deferral / active EE | $5,167 | $4,784+8.0% | $4,167+24.0% | $5,982-13.6% |
| Admin fee / account holder | $16,467 | $10,130+62.5% | $6,795+142.3% | $11,246+46.4% |