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 | $89,610 | $78,672+13.9% | $109,143-17.9% | $85,850+4.4% |
| Participation rate | 63.6% | 68.3%-4.6pp | 75.9%-12.2pp | 69.3%-5.7pp |
| Annual return | 15.12% | 25.09%-10.0pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,321 | $2,735-15.1% | $3,722-37.6% | $2,565-9.5% |
| Participant deferral / active EE | $7,661 | $3,467+120.9% | $4,653+64.6% | $3,952+93.9% |
| Admin fee / account holder | $9,761 | $5,469+78.5% | $6,752+44.6% | $6,260+55.9% |