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 | $150,645 | $133,922+12.5% | $116,228+29.6% | $142,382+5.8% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.6%-21.9pp | 80.1%-27.5pp |
| Annual return | 21.88% | 147.76%-125.9pp | 90.06%-68.2pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,978 | $3,446-42.6% | $2,994-33.9% | $4,299-54.0% |
| Participant deferral / active EE | $4,428 | $5,672-21.9% | $4,953-10.6% | $6,507-32.0% |
| Admin fee / account holder | $1,926 | $14,945-87.1% | $11,989-83.9% | $12,624-84.7% |