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 4-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 | $110,002 | $99,877+10.1% | $84,966+29.5% | $145,922-24.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.14% | 83.76%-73.6pp | 66.38%-56.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,016 | $3,231-6.7% | $2,727+10.6% | $4,660-35.3% |
| Participant deferral / active EE | $16,021 | $5,291+202.8% | $4,519+254.5% | $6,688+139.6% |
| Admin fee / account holder | $333 | $7,248-95.4% | $6,149-94.6% | $13,397-97.5% |