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 | $112,994 | $124,281-9.1% | $109,143+3.5% | $167,490-32.5% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 15.44% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,881 | $4,207-31.5% | $3,722-22.6% | $4,837-40.5% |
| Participant deferral / active EE | $5,536 | $5,255+5.3% | $4,653+19.0% | $6,341-12.7% |
| Admin fee / account holder | $1,642 | $7,970-79.4% | $6,752-75.7% | $12,309-86.7% |