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 | $204,217 | $144,119+41.7% | $117,854+73.3% | $147,584+38.4% |
| Participation rate | 53.3% | 83.4%-30.1pp | 79.7%-26.3pp | 82.8%-29.5pp |
| Annual return | 22.31% | 531.15%-508.8pp | 335.08%-312.8pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,480 | $4,896-49.3% | $3,786-34.5% | $4,876-49.1% |
| Participant deferral / active EE | $6,042 | $5,316+13.7% | $4,482+34.8% | $5,439+11.1% |
| Admin fee / account holder | $469 | $10,886-95.7% | $8,020-94.1% | $10,885-95.7% |