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 | $161,976 | $209,411-22.7% | $178,490-9.3% | $158,922+1.9% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 15.58% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,845 | $5,706-67.7% | $5,011-63.2% | $4,761-61.3% |
| Participant deferral / active EE | $3,324 | $5,954-44.2% | $5,202-36.1% | $5,982-44.4% |
| Admin fee / account holder | $1,405 | $17,074-91.8% | $13,984-90.0% | $11,246-87.5% |