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 | $163,746 | $217,402-24.7% | $185,823-11.9% | $167,490-2.2% |
| Participation rate | 53.3% | 86.0%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 10.53% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $3,058 | $5,873-47.9% | $5,167-40.8% | $4,837-36.8% |
| Participant deferral / active EE | $7,824 | $6,356+23.1% | $5,568+40.5% | $6,341+23.4% |
| Admin fee / account holder | $6,612 | $19,811-66.6% | $16,237-59.3% | $12,309-46.3% |