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 | $109,991 | $114,381-3.8% | $107,525+2.3% | $142,382-22.7% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.1%-21.7pp | 80.1%-26.8pp |
| Annual return | 16.14% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,597 | $4,015-60.2% | $3,754-57.5% | $4,299-62.9% |
| Participant deferral / active EE | $2,497 | $5,564-55.1% | $5,116-51.2% | $6,507-61.6% |
| Admin fee / account holder | $5,055 | $9,860-48.7% | $8,919-43.3% | $12,624-60.0% |