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 | $113,598 | $111,724+1.7% | $93,606+21.4% | $145,922-22.2% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.7pp |
| Annual return | 9.37% | 202.98%-193.6pp | 133.20%-123.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,891 | $3,090-6.4% | $2,420+19.5% | $4,660-38.0% |
| Participant deferral / active EE | $8,975 | $4,912+82.7% | $4,411+103.4% | $6,688+34.2% |
| Admin fee / account holder | $10,513 | $10,250+2.6% | $8,285+26.9% | $13,397-21.5% |