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 | $101,595 | $133,922-24.1% | $116,228-12.6% | $142,382-28.6% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.6%-5.8pp | 80.1%-11.4pp |
| Annual return | 12.12% | 147.76%-135.6pp | 90.06%-77.9pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,116 | $3,446-9.6% | $2,994+4.1% | $4,299-27.5% |
| Participant deferral / active EE | $6,999 | $5,672+23.4% | $4,953+41.3% | $6,507+7.6% |
| Admin fee / account holder | $12,204 | $14,945-18.3% | $11,989+1.8% | $12,624-3.3% |