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 | $96,861 | $95,416+1.5% | $185,823-47.9% | $85,850+12.8% |
| Participation rate | 57.6% | 68.8%-11.2pp | 81.7%-24.1pp | 69.3%-11.7pp |
| Annual return | 14.41% | 23.59%-9.2pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,623 | $3,314-51.0% | $5,167-68.6% | $2,565-36.7% |
| Participant deferral / active EE | $3,413 | $3,423-0.3% | $5,568-38.7% | $3,952-13.6% |
| Admin fee / account holder | $7,011 | $7,213-2.8% | $16,237-56.8% | $6,260+12.0% |