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 | $217,922 | $88,672+145.8% | $105,223+107.1% | $82,448+164.3% |
| Participation rate | 65.7% | 67.9%-2.2pp | 75.0%-9.3pp | 68.1%-2.4pp |
| Annual return | 14.07% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,495 | $3,048-18.1% | $3,689-32.4% | $2,551-2.2% |
| Participant deferral / active EE | $3,579 | $4,036-11.3% | $5,072-29.4% | $4,139-13.5% |
| Admin fee / account holder | $80,015 | $7,146+1019.7% | $8,859+803.2% | $7,234+1006.0% |