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 | $130,439 | $171,164-23.8% | $127,761+2.1% | $152,861-14.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.0%-29.0pp | 82.4%-32.4pp |
| Annual return | 18.84% | 23.54%-4.7pp | 26.14%-7.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,242 | $7,038+2.9% | $6,021+20.3% | $5,850+23.8% |
| Admin fee / account holder | $1,443 | $14,530-90.1% | $9,395-84.6% | $11,596-87.6% |