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 | $96,866 | $226,064-57.2% | $182,532-46.9% | $152,861-36.6% |
| Participation rate | 59.1% | 82.5%-23.4pp | 78.0%-18.9pp | 82.4%-23.4pp |
| Annual return | 17.95% | 192.51%-174.6pp | 148.54%-130.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,199 | $4,978-75.9% | $4,076-70.6% | $4,762-74.8% |
| Participant deferral / active EE | $4,180 | $6,368-34.4% | $5,524-24.3% | $5,850-28.6% |
| Admin fee / account holder | $14,582 | $10,703+36.2% | $8,592+69.7% | $11,596+25.7% |