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 | $200,417 | $209,411-4.3% | $178,490+12.3% | $158,922+26.1% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 10.63% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,198 | $5,706-61.5% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $6,481 | $5,954+8.8% | $5,202+24.6% | $5,982+8.3% |
| Admin fee / account holder | $31,457 | $17,074+84.2% | $13,984+125.0% | $11,246+179.7% |