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 | $193,020 | $175,202+10.2% | $149,673+29.0% | $139,434+38.4% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.4pp |
| Annual return | 19.85% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,008 | $5,474-63.3% | $4,818-58.3% | $4,751-57.7% |
| Participant deferral / active EE | $5,025 | $6,519-22.9% | $5,680-11.5% | $6,710-25.1% |
| Admin fee / account holder | $2,083 | $16,150-87.1% | $13,210-84.2% | $11,403-81.7% |