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 | $159,120 | $142,405+11.7% | $115,157+38.2% | $152,861+4.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 27.82% | 41.48%-13.7pp | 35.60%-7.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,634 | $4,010-59.3% | $3,179-48.6% | $4,762-65.7% |
| Participant deferral / active EE | $4,176 | $5,164-19.1% | $4,168+0.2% | $5,850-28.6% |
| Admin fee / account holder | $1,084 | $8,462-87.2% | $7,088-84.7% | $11,596-90.7% |