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 | $165,558 | $118,849+39.3% | $96,562+71.5% | $167,490-1.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 15.62% | 50.49%-34.9pp | 37.78%-22.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,771 | $3,120-43.2% | $2,356-24.9% | $4,837-63.4% |
| Participant deferral / active EE | $4,195 | $4,616-9.1% | $3,849+9.0% | $6,341-33.9% |
| Admin fee / account holder | $13,043 | $8,065+61.7% | $6,181+111.0% | $12,309+6.0% |