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 | $101,690 | $135,952-25.2% | $123,892-17.9% | $273,961-62.9% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 9.60% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $9,166 | $5,170+77.3% | $4,617+98.5% | $4,869+88.3% |
| Participant deferral / active EE | $7,466 | $6,343+17.7% | $5,984+24.8% | $5,287+41.2% |
| Admin fee / account holder | $1,459 | $9,817-85.1% | $8,357-82.5% | $10,132-85.6% |