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 | $116,684 | $100,970+15.6% | $96,576+20.8% | $137,256-15.0% |
| Participation rate | 69.6% | 82.6%-13.0pp | 81.4%-11.9pp | 80.0%-10.4pp |
| Annual return | 16.26% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $456 | $3,809-88.0% | $3,553-87.2% | $4,156-89.0% |
| Participant deferral / active EE | $2,907 | $8,286-64.9% | $7,956-63.5% | $6,407-54.6% |
| Admin fee / account holder | $7,125 | $11,312-37.0% | $11,381-37.4% | $12,270-41.9% |