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 | $103,258 | $86,286+19.7% | $111,297-7.2% | $85,850+20.3% |
| Participation rate | 52.2% | 73.3%-21.1pp | 77.3%-25.1pp | 69.3%-17.1pp |
| Annual return | 13.03% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,326 | $2,043-35.1% | $2,731-51.4% | $2,565-48.3% |
| Participant deferral / active EE | $2,857 | $3,641-21.5% | $4,487-36.3% | $3,952-27.7% |
| Admin fee / account holder | $4,399 | $8,188-46.3% | $7,964-44.8% | $6,260-29.7% |