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 | $129,018 | $106,515+21.1% | $96,683+33.4% | $139,434-7.5% |
| Participation rate | 31.3% | 77.8%-46.6pp | 74.3%-43.1pp | 80.3%-49.1pp |
| Annual return | 14.34% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $882 | $4,103-78.5% | $3,737-76.4% | $4,751-81.4% |
| Participant deferral / active EE | $3,726 | $5,454-31.7% | $4,878-23.6% | $6,710-44.5% |
| Admin fee / account holder | $3,745 | $7,877-52.5% | $6,730-44.4% | $11,403-67.2% |