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 | $185,886 | $132,634+40.1% | $115,768+60.6% | $137,256+35.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 14.26% | 160.70%-146.4pp | 100.46%-86.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,101 | $3,360-37.5% | $2,940-28.5% | $4,156-49.4% |
| Participant deferral / active EE | $7,619 | $5,619+35.6% | $4,917+55.0% | $6,407+18.9% |
| Admin fee / account holder | $9,262 | $15,028-38.4% | $12,439-25.5% | $12,270-24.5% |