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 8-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 | $160,566 | $114,381+40.4% | $107,525+49.3% | $142,382+12.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 19.66% | 242.71%-223.0pp | 181.32%-161.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,956 | $4,015-51.3% | $3,754-47.9% | $4,299-54.5% |
| Participant deferral / active EE | $4,327 | $5,564-22.2% | $5,116-15.4% | $6,507-33.5% |
| Admin fee / account holder | $6,467 | $9,860-34.4% | $8,919-27.5% | $12,624-48.8% |