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 3-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 | $100,453 | $117,983-14.9% | $101,794-1.3% | $142,382-29.4% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.2%-39.2pp | 80.1%-50.1pp |
| Annual return | 19.39% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,122 | $2,773-59.5% | $2,289-51.0% | $4,299-73.9% |
| Participant deferral / active EE | $7,537 | $4,714+59.9% | $4,084+84.5% | $6,507+15.8% |
| Admin fee / account holder | $1,508 | $10,433-85.5% | $8,777-82.8% | $12,624-88.1% |