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 | $123,739 | $209,411-40.9% | $178,490-30.7% | $158,922-22.1% |
| Participation rate | 54.2% | 86.3%-32.2pp | 81.9%-27.8pp | 82.0%-27.8pp |
| Annual return | 28.45% | 188.75%-160.3pp | 151.07%-122.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $5,273 | $5,706-7.6% | $5,011+5.2% | $4,761+10.7% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,587 | $17,074-90.7% | $13,984-88.7% | $11,246-85.9% |