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 | $211,090 | $202,318+4.3% | $172,739+22.2% | $152,861+38.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 15.54% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,923 | $5,856-50.1% | $5,143-43.2% | $4,762-38.6% |
| Participant deferral / active EE | $5,359 | $5,948-9.9% | $5,198+3.1% | $5,850-8.4% |
| Admin fee / account holder | $1,205 | $17,109-93.0% | $13,954-91.4% | $11,596-89.6% |