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 | $108,184 | $106,515+1.6% | $96,683+11.9% | $139,434-22.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 14.69% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,700 | $4,103-58.6% | $3,737-54.5% | $4,751-64.2% |
| Participant deferral / active EE | $3,831 | $5,454-29.8% | $4,878-21.5% | $6,710-42.9% |
| Admin fee / account holder | $6,917 | $7,877-12.2% | $6,730+2.8% | $11,403-39.3% |