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 | $186,283 | $179,726+3.6% | $156,263+19.2% | $142,382+30.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 10.58% | 77.86%-67.3pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,176 | $5,069-76.8% | $4,333-72.9% | $4,299-72.7% |
| Participant deferral / active EE | $3,258 | $6,956-53.2% | $6,158-47.1% | $6,507-49.9% |
| Admin fee / account holder | $7,165 | $17,272-58.5% | $14,255-49.7% | $12,624-43.2% |