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 | $191,973 | $133,922+43.3% | $116,228+65.2% | $142,382+34.8% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.6%-12.6pp | 80.1%-18.2pp |
| Annual return | 17.38% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,041 | $3,446-11.7% | $2,994+1.6% | $4,299-29.3% |
| Participant deferral / active EE | $5,683 | $5,672+0.2% | $4,953+14.7% | $6,507-12.7% |
| Admin fee / account holder | $3,801 | $14,945-74.6% | $11,989-68.3% | $12,624-69.9% |