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 | $108,909 | $81,208+34.1% | $98,907+10.1% | $79,858+36.4% |
| Participation rate | 58.6% | 72.5%-13.9pp | 76.0%-17.5pp | 69.6%-11.1pp |
| Annual return | 13.74% | 60.99%-47.3pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,492 | $1,960+27.2% | $2,689-7.3% | $2,471+0.9% |
| Participant deferral / active EE | $4,497 | $3,265+37.7% | $4,244+5.9% | $3,740+20.2% |
| Admin fee / account holder | $22,752 | $6,013+278.4% | $6,642+242.6% | $5,306+328.8% |