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 | $117,954 | $115,770+1.9% | $101,248+16.5% | $158,922-25.8% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 13.57% | 56.14%-42.6pp | 46.47%-32.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,529 | $4,175-63.4% | $3,660-58.2% | $4,761-67.9% |
| Participant deferral / active EE | $5,052 | $4,957+1.9% | $4,370+15.6% | $5,982-15.5% |
| Admin fee / account holder | $3,800 | $7,245-47.5% | $5,945-36.1% | $11,246-66.2% |