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 | $100,326 | $98,750+1.6% | $149,696-33.0% | $79,858+25.6% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.5%-18.2pp | 69.6%-5.3pp |
| Annual return | 17.99% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,126 | $3,216-65.0% | $4,644-75.8% | $2,471-54.4% |
| Participant deferral / active EE | $2,578 | $5,680-54.6% | $6,842-62.3% | $3,740-31.1% |
| Admin fee / account holder | $502 | $6,053-91.7% | $9,309-94.6% | $5,306-90.5% |