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 | $72,071 | $78,672-8.4% | $109,143-34.0% | $85,850-16.0% |
| Participation rate | 52.7% | 68.3%-15.6pp | 75.9%-23.2pp | 69.3%-16.6pp |
| Annual return | 16.22% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,371 | $2,735-49.9% | $3,722-63.2% | $2,565-46.5% |
| Participant deferral / active EE | $3,471 | $3,467+0.1% | $4,653-25.4% | $3,952-12.2% |
| Admin fee / account holder | $7,823 | $5,469+43.0% | $6,752+15.9% | $6,260+25.0% |