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 | $129,625 | $115,770+12.0% | $101,248+28.0% | $158,922-18.4% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 21.67% | 56.14%-34.5pp | 46.47%-24.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,174 | $4,175-71.9% | $3,660-67.9% | $4,761-75.3% |
| Participant deferral / active EE | $2,629 | $4,957-47.0% | $4,370-39.8% | $5,982-56.0% |
| Admin fee / account holder | $10,346 | $7,245+42.8% | $5,945+74.0% | $11,246-8.0% |