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 | $88,728 | $103,376-14.2% | $87,100+1.9% | $152,861-42.0% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 23.34% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,399 | $3,220-56.6% | $2,521-44.5% | $4,762-70.6% |
| Participant deferral / active EE | $4,553 | $4,778-4.7% | $4,049+12.4% | $5,850-22.2% |
| Admin fee / account holder | $3,079 | $12,205-74.8% | $7,497-58.9% | $11,596-73.4% |