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 | $220,135 | $152,587+44.3% | $125,175+75.9% | $152,861+44.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 28.19% | 54.84%-26.7pp | 43.79%-15.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $3,243 | $4,946-34.4% | $3,865-16.1% | $4,762-31.9% |
| Participant deferral / active EE | $4,054 | $5,868-30.9% | $4,937-17.9% | $5,850-30.7% |
| Admin fee / account holder | $1,499 | $13,434-88.8% | $9,702-84.5% | $11,596-87.1% |