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 | $157,255 | $197,591-20.4% | $177,821-11.6% | $158,922-1.0% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.7%-18.5pp | 82.0%-12.7pp |
| Annual return | 10.16% | 58.76%-48.6pp | 48.32%-38.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $5,923 | $6,697-11.6% | $5,918+0.1% | $4,761+24.4% |
| Participant deferral / active EE | $8,207 | $8,405-2.4% | $7,714+6.4% | $5,982+37.2% |
| Admin fee / account holder | $17,266 | $15,399+12.1% | $12,427+38.9% | $11,246+53.5% |