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 | $97,423 | $72,071+35.2% | $68,368+42.5% | $137,256-29.0% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 17.73% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,161 | $2,788-22.5% | $2,649-18.4% | $4,156-48.0% |
| Participant deferral / active EE | $4,193 | $4,410-4.9% | $4,123+1.7% | $6,407-34.5% |
| Admin fee / account holder | $2,010 | $5,336-62.3% | $5,150-61.0% | $12,270-83.6% |