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 | $201,664 | $198,466+1.6% | $170,442+18.3% | $147,584+36.6% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 24.76% | 257.29%-232.5pp | 205.93%-181.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,416 | $6,184-77.1% | $5,433-73.9% | $4,876-71.0% |
| Participant deferral / active EE | $4,009 | $5,629-28.8% | $4,939-18.8% | $5,439-26.3% |
| Admin fee / account holder | $732 | $16,852-95.7% | $13,880-94.7% | $10,885-93.3% |