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 | $140,266 | $102,966+36.2% | $90,281+55.4% | $152,861-8.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 11.61% | 95.16%-83.6pp | 78.10%-66.5pp | 345.32%-333.7pp |
| Employer contribution / active EE | $858 | $3,139-72.7% | $2,854-69.9% | $4,762-82.0% |
| Participant deferral / active EE | $1,991 | $4,281-53.5% | $3,885-48.8% | $5,850-66.0% |
| Admin fee / account holder | $2,045 | $6,171-66.9% | $5,351-61.8% | $11,596-82.4% |