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 | $150,879 | $149,679+0.8% | $117,039+28.9% | $147,584+2.2% |
| Participation rate | 53.8% | 83.5%-29.6pp | 77.2%-23.3pp | 82.8%-29.0pp |
| Annual return | 16.73% | 19.31%-2.6pp | 18.95%-2.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $929 | $4,937-81.2% | $3,785-75.4% | $4,876-80.9% |
| Participant deferral / active EE | $4,240 | $4,912-13.7% | $3,929+7.9% | $5,439-22.0% |
| Admin fee / account holder | $446 | $7,856-94.3% | $5,974-92.5% | $10,885-95.9% |