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 | $107,601 | $114,381-5.9% | $107,525+0.1% | $142,382-24.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 15.35% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,339 | $4,015-66.7% | $3,754-64.3% | $4,299-68.9% |
| Participant deferral / active EE | $1,572 | $5,564-71.8% | $5,116-69.3% | $6,507-75.8% |
| Admin fee / account holder | $6,053 | $9,860-38.6% | $8,919-32.1% | $12,624-52.1% |