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 9-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 | $122,851 | $69,207+77.5% | $64,056+91.8% | $139,434-11.9% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 11.06% | 45.88%-34.8pp | 33.69%-22.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,072 | $3,182-66.3% | $2,747-61.0% | $4,751-77.4% |
| Participant deferral / active EE | $4,607 | $4,682-1.6% | $3,880+18.7% | $6,710-31.3% |
| Admin fee / account holder | $474 | $4,244-88.8% | $3,068-84.6% | $11,403-95.8% |