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 | $224,356 | $177,572+26.3% | $154,803+44.9% | $142,382+57.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 27.52% | 65.07%-37.6pp | 58.88%-31.4pp | 217.08%-189.6pp |
| Employer contribution / active EE | $4,048 | $4,810-15.8% | $4,305-6.0% | $4,299-5.8% |
| Participant deferral / active EE | $5,909 | $6,272-5.8% | $5,540+6.7% | $6,507-9.2% |
| Admin fee / account holder | $2,043 | $16,786-87.8% | $14,329-85.7% | $12,624-83.8% |