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 | $125,225 | $135,952-7.9% | $123,892+1.1% | $273,961-54.3% |
| Participation rate | 52.4% | 84.1%-31.7pp | 81.4%-29.0pp | 83.0%-30.6pp |
| Annual return | 7.10% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,724 | $5,170-66.6% | $4,617-62.7% | $4,869-64.6% |
| Participant deferral / active EE | $6,423 | $6,343+1.3% | $5,984+7.3% | $5,287+21.5% |
| Admin fee / account holder | $6,486 | $9,817-33.9% | $8,357-22.4% | $10,132-36.0% |