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 | $134,769 | $162,781-17.2% | $133,956+0.6% | $158,922-15.2% |
| Participation rate | 47.6% | 83.2%-35.6pp | 79.8%-32.2pp | 82.0%-34.3pp |
| Annual return | 14.26% | 41.94%-27.7pp | 45.09%-30.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,363 | $4,975-72.6% | $3,919-65.2% | $4,761-71.4% |
| Participant deferral / active EE | $2,725 | $5,911-53.9% | $5,048-46.0% | $5,982-54.4% |
| Admin fee / account holder | $2,325 | $11,736-80.2% | $8,927-74.0% | $11,246-79.3% |