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 | $67,914 | $198,466-65.8% | $170,442-60.2% | $147,584-54.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.46% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $6,539 | $6,184+5.7% | $5,433+20.4% | $4,876+34.1% |
| Participant deferral / active EE | $16,985 | $5,629+201.7% | $4,939+243.9% | $5,439+212.3% |
| Admin fee / account holder | $15,951 | $16,852-5.3% | $13,880+14.9% | $10,885+46.5% |