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 | $87,741 | $78,422+11.9% | $95,952-8.6% | $79,858+9.9% |
| Participation rate | 25.0% | 73.5%-48.5pp | 77.1%-52.1pp | 69.6%-44.6pp |
| Annual return | 19.11% | 19.37%-0.3pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,943 | $1,945-0.1% | $2,541-23.5% | $2,471-21.3% |
| Participant deferral / active EE | $2,675 | $3,440-22.2% | $4,167-35.8% | $3,740-28.5% |
| Admin fee / account holder | $437 | $5,622-92.2% | $6,795-93.6% | $5,306-91.8% |