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 | $124,917 | $102,317+22.1% | $146,958-15.0% | $80,856+54.5% |
| Participation rate | 67.3% | 75.8%-8.5pp | 82.2%-14.8pp | 67.6%-0.3pp |
| Annual return | 13.09% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,860 | $3,713-23.0% | $4,933-42.0% | $2,755+3.8% |
| Participant deferral / active EE | $4,119 | $6,644-38.0% | $8,070-49.0% | $4,296-4.1% |
| Admin fee / account holder | $4,338 | $7,941-45.4% | $12,998-66.6% | $6,918-37.3% |