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 | $122,110 | $154,228-20.8% | $145,433-16.0% | $137,256-11.0% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 29.78% | 74.59%-44.8pp | 66.58%-36.8pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,715 | $4,804-64.3% | $4,554-62.3% | $4,156-58.7% |
| Participant deferral / active EE | $10,212 | $8,216+24.3% | $7,897+29.3% | $6,407+59.4% |
| Admin fee / account holder | $2,009 | $14,344-86.0% | $13,129-84.7% | $12,270-83.6% |