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 | $134,603 | $127,065+5.9% | $113,168+18.9% | $142,382-5.5% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 17.57% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,452 | $3,442-57.8% | $2,975-51.2% | $4,299-66.2% |
| Participant deferral / active EE | $7,642 | $5,716+33.7% | $5,107+49.6% | $6,507+17.4% |
| Admin fee / account holder | $2,093 | $15,736-86.7% | $12,068-82.7% | $12,624-83.4% |