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 | $230,725 | $209,411+10.2% | $178,490+29.3% | $158,922+45.2% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 11.15% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $5,338 | $5,706-6.4% | $5,011+6.5% | $4,761+12.1% |
| Participant deferral / active EE | $2,448 | $5,954-58.9% | $5,202-52.9% | $5,982-59.1% |
| Admin fee / account holder | $1,844 | $17,074-89.2% | $13,984-86.8% | $11,246-83.6% |