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 | $138,786 | $159,602-13.0% | $150,045-7.5% | $142,382-2.5% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.3%-14.1pp | 80.1%-11.9pp |
| Annual return | 17.30% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,564 | $4,961-48.3% | $4,693-45.4% | $4,299-40.4% |
| Participant deferral / active EE | $6,859 | $8,310-17.5% | $7,997-14.2% | $6,507+5.4% |
| Admin fee / account holder | $2,540 | $14,846-82.9% | $13,435-81.1% | $12,624-79.9% |