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 | $180,900 | $209,411-13.6% | $178,490+1.4% | $158,922+13.8% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.30% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $11,376 | $5,706+99.3% | $5,011+127.0% | $4,761+138.9% |
| Participant deferral / active EE | $13,432 | $5,954+125.6% | $5,202+158.2% | $5,982+124.5% |
| Admin fee / account holder | $3,296 | $17,074-80.7% | $13,984-76.4% | $11,246-70.7% |