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 | $192,196 | $111,754+72.0% | $103,333+86.0% | $145,922+31.7% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 14.13% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,860 | $4,212-55.8% | $3,868-51.9% | $4,660-60.1% |
| Participant deferral / active EE | $6,007 | $5,619+6.9% | $5,057+18.8% | $6,688-10.2% |
| Admin fee / account holder | $4,612 | $9,750-52.7% | $8,355-44.8% | $13,397-65.6% |