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 | $158,684 | $148,534+6.8% | $135,903+16.8% | $139,434+13.8% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 12.56% | 79.19%-66.6pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,988 | $5,243-62.1% | $4,856-59.1% | $4,751-58.2% |
| Participant deferral / active EE | $3,452 | $8,100-57.4% | $7,758-55.5% | $6,710-48.5% |
| Admin fee / account holder | $10,729 | $12,400-13.5% | $10,762-0.3% | $11,403-5.9% |