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 | $159,205 | $77,314+105.9% | $177,989-10.6% | $80,856+96.9% |
| Participation rate | 40.4% | 65.7%-25.3pp | 77.1%-36.7pp | 67.6%-27.3pp |
| Annual return | 15.31% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,240 | $4,411+18.8% | $6,276-16.5% | $4,296+22.0% |
| Admin fee / account holder | $2,238 | $7,191-68.9% | $10,363-78.4% | $6,918-67.7% |