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 | $100,575 | $135,952-26.0% | $123,892-18.8% | $273,961-63.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 13.81% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,955 | $5,170-42.8% | $4,617-36.0% | $4,869-39.3% |
| Participant deferral / active EE | $7,954 | $6,343+25.4% | $5,984+32.9% | $5,287+50.4% |
| Admin fee / account holder | $25,548 | $9,817+160.2% | $8,357+205.7% | $10,132+152.1% |