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 | $156,656 | $159,602-1.8% | $150,045+4.4% | $142,382+10.0% |
| Participation rate | 6.7% | 84.0%-77.3pp | 82.3%-75.7pp | 80.1%-73.5pp |
| Annual return | 15.17% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,075 | $4,961-78.3% | $4,693-77.1% | $4,299-75.0% |
| Participant deferral / active EE | $8,914 | $8,310+7.3% | $7,997+11.5% | $6,507+37.0% |
| Admin fee / account holder | $26,971 | $14,846+81.7% | $13,435+100.8% | $12,624+113.7% |