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 | $107,200 | $116,175-7.7% | $93,606+14.5% | $152,861-29.9% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 20.38% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,703 | $3,218-47.1% | $2,718-37.4% | $4,762-64.2% |
| Participant deferral / active EE | $2,883 | $4,603-37.4% | $4,069-29.1% | $5,850-50.7% |
| Admin fee / account holder | $8,102 | $10,748-24.6% | $7,888+2.7% | $11,596-30.1% |