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 | $223,527 | $162,781+37.3% | $133,956+66.9% | $158,922+40.7% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 13.54% | 41.94%-28.4pp | 45.09%-31.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,475 | $4,975-70.4% | $3,919-62.4% | $4,761-69.0% |
| Participant deferral / active EE | $8,345 | $5,911+41.2% | $5,048+65.3% | $5,982+39.5% |
| Admin fee / account holder | $734 | $11,736-93.7% | $8,927-91.8% | $11,246-93.5% |