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 | $154,048 | $163,101-5.6% | $136,749+12.6% | $142,382+8.2% |
| Participation rate | 36.8% | 78.2%-41.4pp | 72.1%-35.3pp | 80.1%-43.3pp |
| Annual return | 18.05% | 27.54%-9.5pp | 24.33%-6.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $834 | $4,117-79.7% | $3,400-75.5% | $4,299-80.6% |
| Participant deferral / active EE | $2,386 | $5,585-57.3% | $4,692-49.1% | $6,507-63.3% |
| Admin fee / account holder | $382 | $14,318-97.3% | $11,386-96.6% | $12,624-97.0% |