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 | $131,918 | $165,912-20.5% | $122,332+7.8% | $147,584-10.6% |
| Participation rate | 28.6% | 79.6%-51.0pp | 71.6%-43.1pp | 82.8%-54.3pp |
| Annual return | 19.29% | 34.55%-15.3pp | 30.27%-11.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,127 | $5,754-80.4% | $4,050-72.2% | $4,876-76.9% |
| Participant deferral / active EE | $2,313 | $4,005-42.3% | $3,287-29.6% | $5,439-57.5% |
| Admin fee / account holder | $1,651 | $7,424-77.8% | $5,478-69.9% | $10,885-84.8% |