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 | $149,769 | $112,096+33.6% | $95,952+56.1% | $158,922-5.8% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 12.62% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $994 | $3,198-68.9% | $2,541-60.9% | $4,761-79.1% |
| Participant deferral / active EE | $5,153 | $4,784+7.7% | $4,167+23.7% | $5,982-13.9% |
| Admin fee / account holder | $2,159 | $10,130-78.7% | $6,795-68.2% | $11,246-80.8% |