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 | $113,026 | $106,515+6.1% | $96,683+16.9% | $139,434-18.9% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 24.40% | 38.43%-14.0pp | 35.69%-11.3pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,497 | $4,103-63.5% | $3,737-59.9% | $4,751-68.5% |
| Participant deferral / active EE | $7,396 | $5,454+35.6% | $4,878+51.6% | $6,710+10.2% |
| Admin fee / account holder | $911 | $7,877-88.4% | $6,730-86.5% | $11,403-92.0% |