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 | $212,346 | $162,781+30.4% | $133,956+58.5% | $158,922+33.6% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 8.87% | 41.94%-33.1pp | 45.09%-36.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,115 | $4,975-77.6% | $3,919-71.5% | $4,761-76.6% |
| Participant deferral / active EE | $4,745 | $5,911-19.7% | $5,048-6.0% | $5,982-20.7% |
| Admin fee / account holder | $1,017 | $11,736-91.3% | $8,927-88.6% | $11,246-91.0% |