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 | $94,651 | $102,966-8.1% | $90,281+4.8% | $152,861-38.1% |
| Participation rate | 61.5% | 75.9%-14.3pp | 73.3%-11.7pp | 82.4%-20.9pp |
| Annual return | 21.40% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,007 | $3,139-67.9% | $2,854-64.7% | $4,762-78.9% |
| Participant deferral / active EE | $3,841 | $4,281-10.3% | $3,885-1.1% | $5,850-34.3% |
| Admin fee / account holder | $9,534 | $6,171+54.5% | $5,351+78.2% | $11,596-17.8% |