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 | $102,752 | $166,020-38.1% | $164,866-37.7% | $145,959-29.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 11.11% | 100.08%-89.0pp | 69.97%-58.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,650 | $5,275-49.8% | $4,343-39.0% | $4,661-43.1% |
| Participant deferral / active EE | $6,937 | $6,961-0.3% | $6,033+15.0% | $6,689+3.7% |
| Admin fee / account holder | $18,768 | $16,644+12.8% | $12,689+47.9% | $13,398+40.1% |