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 | $129,947 | $159,602-18.6% | $150,045-13.4% | $142,382-8.7% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.3%-17.3pp | 80.1%-15.1pp |
| Annual return | 14.34% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,715 | $4,961-45.3% | $4,693-42.2% | $4,299-36.9% |
| Participant deferral / active EE | $7,026 | $8,310-15.4% | $7,997-12.1% | $6,507+8.0% |
| Admin fee / account holder | $8,737 | $14,846-41.1% | $13,435-35.0% | $12,624-30.8% |