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 | $100,186 | $77,503+29.3% | $100,391-0.2% | $80,856+23.9% |
| Participation rate | 63.6% | 76.9%-13.3pp | 81.5%-17.8pp | 67.6%-4.0pp |
| Annual return | 15.91% | 37.20%-21.3pp | 49.20%-33.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,955 | $2,801+41.2% | $3,942+0.3% | $2,755+43.6% |
| Participant deferral / active EE | $7,531 | $6,820+10.4% | $8,082-6.8% | $4,296+75.3% |
| Admin fee / account holder | $3,257 | $5,897-44.8% | $7,899-58.8% | $6,918-52.9% |