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 | $120,336 | $106,890+12.6% | $84,015+43.2% | $152,861-21.3% |
| Participation rate | 54.2% | 75.2%-21.1pp | 69.0%-14.8pp | 82.4%-28.3pp |
| Annual return | 11.36% | 104.99%-93.6pp | 71.31%-59.9pp | 345.32%-334.0pp |
| Employer contribution / active EE | $4,214 | $2,734+54.1% | $1,983+112.5% | $4,762-11.5% |
| Participant deferral / active EE | $9,479 | $4,011+136.3% | $3,239+192.7% | $5,850+62.0% |
| Admin fee / account holder | $16,242 | $8,285+96.0% | $6,101+166.2% | $11,596+40.1% |