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 9-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 | $104,555 | $104,974-0.4% | $95,585+9.4% | $142,382-26.6% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 17.76% | 210.33%-192.6pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,933 | $2,779-30.4% | $2,527-23.5% | $4,299-55.0% |
| Participant deferral / active EE | $7,503 | $4,352+72.4% | $4,023+86.5% | $6,507+15.3% |
| Admin fee / account holder | $431 | $6,386-93.3% | $6,127-93.0% | $12,624-96.6% |