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 | $224,884 | $157,256+43.0% | $141,162+59.3% | $152,861+47.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 20.16% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $8,692 | $5,261+65.2% | $4,735+83.6% | $4,762+82.5% |
| Participant deferral / active EE | $5,596 | $7,109-21.3% | $6,709-16.6% | $5,850-4.3% |
| Admin fee / account holder | $421 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |