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 | $98,593 | $98,750-0.2% | $149,696-34.1% | $79,858+23.5% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 15.58% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $4,245 | $3,216+32.0% | $4,644-8.6% | $2,471+71.8% |
| Participant deferral / active EE | $5,852 | $5,680+3.0% | $6,842-14.5% | $3,740+56.5% |
| Admin fee / account holder | $1,029 | $6,053-83.0% | $9,309-88.9% | $5,306-80.6% |