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 8-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 | $118,874 | $99,918+19.0% | $81,382+46.1% | $145,922-18.5% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.5%-7.6pp | 80.3%-18.4pp |
| Annual return | 19.73% | 34.32%-14.6pp | 24.73%-5.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $441 | $2,978-85.2% | $2,463-82.1% | $4,660-90.5% |
| Participant deferral / active EE | $2,847 | $4,605-38.2% | $3,883-26.7% | $6,688-57.4% |
| Admin fee / account holder | $20,157 | $8,212+145.5% | $5,768+249.4% | $13,397+50.5% |