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 | $105,753 | $198,466-46.7% | $170,442-38.0% | $147,584-28.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.56% | 257.29%-236.7pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,992 | $6,184-67.8% | $5,433-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $4,762 | $5,629-15.4% | $4,939-3.6% | $5,439-12.4% |
| Admin fee / account holder | $741 | $16,852-95.6% | $13,880-94.7% | $10,885-93.2% |