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 | $103,368 | $104,251-0.8% | $91,001+13.6% | $147,584-30.0% |
| Participation rate | 64.3% | 78.2%-14.0pp | 75.6%-11.3pp | 82.8%-18.5pp |
| Annual return | 8.77% | 27.06%-18.3pp | 4.60%+4.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $799 | $3,116-74.4% | $2,456-67.5% | $4,876-83.6% |
| Participant deferral / active EE | $3,167 | $4,195-24.5% | $3,547-10.7% | $5,439-41.8% |
| Admin fee / account holder | $4,757 | $8,948-46.8% | $5,417-12.2% | $10,885-56.3% |