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 5-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 | $53,385 | $77,899-31.5% | $149,673-64.3% | $75,163-29.0% |
| Participation rate | 67.4% | 65.6%+1.9pp | 78.8%-11.3pp | 67.2%+0.3pp |
| Annual return | 24.03% | 31.72%-7.7pp | 134.42%-110.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $3,803 | $3,137+21.2% | $4,818-21.1% | $2,670+42.4% |
| Participant deferral / active EE | $8,364 | $3,411+145.2% | $5,680+47.3% | $4,125+102.8% |
| Admin fee / account holder | $780 | $5,956-86.9% | $13,210-94.1% | $5,651-86.2% |