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 | $201,896 | $107,334+88.1% | $92,893+117.3% | $152,861+32.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 24.52% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,765 | $4,221-34.5% | $3,653-24.3% | $4,762-41.9% |
| Participant deferral / active EE | $4,972 | $4,845+2.6% | $4,236+17.4% | $5,850-15.0% |
| Admin fee / account holder | $1,656 | $7,079-76.6% | $5,794-71.4% | $11,596-85.7% |