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 | $101,184 | $63,346+59.7% | $92,233+9.7% | $70,131+44.3% |
| Participation rate | 34.3% | 68.7%-34.4pp | 76.5%-42.2pp | 69.5%-35.3pp |
| Annual return | 13.43% | 530.12%-516.7pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,178 | $2,471-52.3% | $3,679-68.0% | $2,342-49.7% |
| Participant deferral / active EE | $1,327 | $2,854-53.5% | $3,897-65.9% | $3,332-60.2% |
| Admin fee / account holder | $8,084 | $3,840+110.5% | $5,194+55.7% | $4,645+74.0% |