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 | $90,846 | $117,841-22.9% | $102,423-11.3% | $145,922-37.7% |
| Participation rate | 11.1% | 78.6%-67.5pp | 76.5%-65.4pp | 80.3%-69.2pp |
| Annual return | 12.23% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,412 | $3,615-60.9% | $3,023-53.3% | $4,660-69.7% |
| Participant deferral / active EE | $6,082 | $5,731+6.1% | $5,053+20.4% | $6,688-9.1% |
| Admin fee / account holder | $2,608 | $13,326-80.4% | $9,451-72.4% | $13,397-80.5% |