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 3-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 | $105,602 | $111,814-5.6% | $103,374+2.2% | $145,959-27.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.40% | 24.77%-5.4pp | 24.89%-5.5pp | 561.95%-542.5pp |
| Employer contribution / active EE | $1,365 | $4,214-67.6% | $3,869-64.7% | $4,661-70.7% |
| Participant deferral / active EE | $2,896 | $5,618-48.5% | $5,058-42.7% | $6,689-56.7% |
| Admin fee / account holder | $944 | $9,754-90.3% | $8,394-88.8% | $13,398-93.0% |