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 | $181,761 | $179,726+1.1% | $156,263+16.3% | $142,382+27.7% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.9%-41.4pp | 80.1%-42.6pp |
| Annual return | 17.68% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,577 | $5,069-9.7% | $4,333+5.6% | $4,299+6.5% |
| Participant deferral / active EE | $10,361 | $6,956+49.0% | $6,158+68.2% | $6,507+59.2% |
| Admin fee / account holder | $340 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |