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 | $204,426 | $152,587+34.0% | $125,175+63.3% | $152,861+33.7% |
| Participation rate | 41.2% | 83.3%-42.2pp | 79.8%-38.6pp | 82.4%-41.3pp |
| Annual return | 19.44% | 54.84%-35.4pp | 43.79%-24.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $954 | $4,946-80.7% | $3,865-75.3% | $4,762-80.0% |
| Participant deferral / active EE | $4,593 | $5,868-21.7% | $4,937-7.0% | $5,850-21.5% |
| Admin fee / account holder | $12,500 | $13,434-7.0% | $9,702+28.8% | $11,596+7.8% |