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 | $133,878 | $157,256-14.9% | $141,162-5.2% | $152,861-12.4% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.4%-24.1pp |
| Annual return | 28.64% | 64.32%-35.7pp | 71.39%-42.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,323 | $5,261-74.9% | $4,735-72.1% | $4,762-72.2% |
| Participant deferral / active EE | $6,443 | $7,109-9.4% | $6,709-4.0% | $5,850+10.1% |
| Admin fee / account holder | $4,155 | $12,120-65.7% | $10,261-59.5% | $11,596-64.2% |