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 | $117,540 | $112,881+4.1% | $90,951+29.2% | $158,922-26.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 25.27% | 215.79%-190.5pp | 134.60%-109.3pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,308 | $2,893-54.8% | $2,122-38.4% | $4,761-72.5% |
| Participant deferral / active EE | $7,293 | $4,128+76.7% | $3,373+116.2% | $5,982+21.9% |
| Admin fee / account holder | $1,176 | $8,041-85.4% | $5,959-80.3% | $11,246-89.5% |