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 | $149,122 | $70,669+111.0% | $169,368-12.0% | $75,163+98.4% |
| Participation rate | 46.5% | 64.8%-18.3pp | 77.1%-30.6pp | 67.2%-20.7pp |
| Annual return | 21.07% | 36.36%-15.3pp | 405.60%-384.5pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,001 | $2,211-9.5% | $4,013-50.1% | $2,670-25.0% |
| Participant deferral / active EE | $4,088 | $4,311-5.2% | $6,221-34.3% | $4,125-0.9% |
| Admin fee / account holder | $3,648 | $5,402-32.5% | $9,003-59.5% | $5,651-35.4% |