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 | $175,690 | $99,877+75.9% | $84,966+106.8% | $145,922+20.4% |
| Participation rate | 47.6% | 74.1%-26.5pp | 67.5%-19.9pp | 80.3%-32.7pp |
| Annual return | 9.51% | 83.76%-74.2pp | 66.38%-56.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,659 | $3,231-48.7% | $2,727-39.2% | $4,660-64.4% |
| Participant deferral / active EE | $3,425 | $5,291-35.3% | $4,519-24.2% | $6,688-48.8% |
| Admin fee / account holder | $6,366 | $7,248-12.2% | $6,149+3.5% | $13,397-52.5% |