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 | $168,255 | $152,587+10.3% | $125,175+34.4% | $152,861+10.1% |
| Participation rate | 68.4% | 83.3%-14.9pp | 79.8%-11.4pp | 82.4%-14.0pp |
| Annual return | 25.76% | 54.84%-29.1pp | 43.79%-18.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,428 | $4,946-71.1% | $3,865-63.0% | $4,762-70.0% |
| Participant deferral / active EE | $3,974 | $5,868-32.3% | $4,937-19.5% | $5,850-32.1% |
| Admin fee / account holder | $4,319 | $13,434-67.8% | $9,702-55.5% | $11,596-62.8% |