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 | $104,716 | $117,859-11.2% | $102,438+2.2% | $145,959-28.3% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.6pp |
| Annual return | 16.61% | 31.72%-15.1pp | 29.37%-12.8pp | 561.95%-545.3pp |
| Employer contribution / active EE | $2,179 | $3,615-39.7% | $3,024-28.0% | $4,661-53.3% |
| Participant deferral / active EE | $6,707 | $5,732+17.0% | $5,054+32.7% | $6,689+0.3% |
| Admin fee / account holder | $13,433 | $13,318+0.9% | $9,448+42.2% | $13,398+0.3% |