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 6-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 | $118,292 | $114,381+3.4% | $107,525+10.0% | $142,382-16.9% |
| Participation rate | 23.1% | 78.1%-55.1pp | 75.1%-52.0pp | 80.1%-57.0pp |
| Annual return | 16.12% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,398 | $4,015-40.3% | $3,754-36.1% | $4,299-44.2% |
| Participant deferral / active EE | $3,879 | $5,564-30.3% | $5,116-24.2% | $6,507-40.4% |
| Admin fee / account holder | $31,844 | $9,860+223.0% | $8,919+257.1% | $12,624+152.3% |