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 | $150,291 | $116,175+29.4% | $93,606+60.6% | $152,861-1.7% |
| Participation rate | 69.6% | 78.0%-8.5pp | 75.8%-6.3pp | 82.4%-12.9pp |
| Annual return | 15.60% | 35.96%-20.4pp | 32.76%-17.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $822 | $3,218-74.5% | $2,718-69.8% | $4,762-82.7% |
| Participant deferral / active EE | $4,818 | $4,603+4.7% | $4,069+18.4% | $5,850-17.6% |
| Admin fee / account holder | $8,054 | $10,748-25.1% | $7,888+2.1% | $11,596-30.5% |