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 | $70,267 | $127,386-44.8% | $115,037-38.9% | $125,391-44.0% |
| Participation rate | 61.5% | 84.2%-22.6pp | 81.4%-19.8pp | 83.2%-21.7pp |
| Annual return | 10.17% | 31.28%-21.1pp | 26.14%-16.0pp | 282.22%-272.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,444 | $6,423+0.3% | $6,026+6.9% | $5,352+20.4% |
| Admin fee / account holder | $5,184 | $9,516-45.5% | $8,175-36.6% | $9,540-45.7% |