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 | $177,564 | $91,190+94.7% | $178,490-0.5% | $79,858+122.3% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 22.61% | 24.19%-1.6pp | 151.07%-128.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $3,130 | $3,256-3.9% | $5,011-37.5% | $2,471+26.7% |
| Participant deferral / active EE | $5,366 | $3,236+65.8% | $5,202+3.2% | $3,740+43.5% |
| Admin fee / account holder | $9,070 | $6,751+34.4% | $13,984-35.1% | $5,306+70.9% |