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 | $101,558 | $97,757+3.9% | $83,848+21.1% | $135,375-25.0% |
| Participation rate | 64.7% | 80.0%-15.2pp | 76.1%-11.4pp | 82.6%-17.9pp |
| Annual return | 7.58% | 1287.37%-1279.8pp | 850.88%-843.3pp | 519.73%-512.2pp |
| Employer contribution / active EE | $2,644 | $4,222-37.4% | $3,631-27.2% | $4,779-44.7% |
| Participant deferral / active EE | $6,764 | $4,682+44.5% | $4,082+65.7% | $5,609+20.6% |
| Admin fee / account holder | $1,032 | $6,674-84.5% | $5,478-81.2% | $10,827-90.5% |