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 | $143,611 | $228,332-37.1% | $185,823-22.7% | $158,922-9.6% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 19.47% | 40.80%-21.3pp | 35.95%-16.5pp | 302.83%-283.4pp |
| Employer contribution / active EE | $706 | $4,967-85.8% | $4,087-82.7% | $4,761-85.2% |
| Participant deferral / active EE | $3,609 | $6,415-43.7% | $5,632-35.9% | $5,982-39.7% |
| Admin fee / account holder | $557 | $11,864-95.3% | $9,500-94.1% | $11,246-95.0% |