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 | $136,949 | $176,377-22.4% | $134,143+2.1% | $158,922-13.8% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 20.24% | 63.63%-43.4pp | 36.33%-16.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,999 | $5,040-60.3% | $3,704-46.0% | $4,761-58.0% |
| Participant deferral / active EE | $6,409 | $4,091+56.6% | $3,499+83.2% | $5,982+7.1% |
| Admin fee / account holder | $413 | $8,718-95.3% | $6,684-93.8% | $11,246-96.3% |