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 | $179,595 | $209,411-14.2% | $178,490+0.6% | $158,922+13.0% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 11.93% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,205 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $8,319 | $5,954+39.7% | $5,202+59.9% | $5,982+39.1% |
| Admin fee / account holder | $9,699 | $17,074-43.2% | $13,984-30.6% | $11,246-13.8% |