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 6-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 | $123,883 | $107,452+15.3% | $91,541+35.3% | $142,382-13.0% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.8%-42.5pp | 80.1%-52.8pp |
| Annual return | 9.86% | 22.06%-12.2pp | 20.50%-10.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $418 | $2,994-86.0% | $2,505-83.3% | $4,299-90.3% |
| Participant deferral / active EE | $5,132 | $4,754+8.0% | $4,008+28.1% | $6,507-21.1% |
| Admin fee / account holder | $398 | $8,834-95.5% | $6,956-94.3% | $12,624-96.8% |