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 | $130,199 | $183,963-29.2% | $162,163-19.7% | $152,861-14.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 17.79% | 150.76%-133.0pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,878 | $6,371-70.5% | $5,614-66.5% | $4,762-60.6% |
| Participant deferral / active EE | $3,014 | $8,034-62.5% | $7,298-58.7% | $5,850-48.5% |
| Admin fee / account holder | $17,170 | $13,121+30.9% | $10,843+58.4% | $11,596+48.1% |