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 | $71,532 | $56,053+27.6% | $75,972-5.8% | $80,856-11.5% |
| Participation rate | 64.7% | 62.0%+2.7pp | 69.1%-4.3pp | 67.6%-2.9pp |
| Annual return | 21.86% | 20.53%+1.3pp | 359.55%-337.7pp | 35.59%-13.7pp |
| Employer contribution / active EE | $3,441 | $1,874+83.6% | $2,685+28.2% | $2,755+24.9% |
| Participant deferral / active EE | $8,223 | $3,052+169.5% | $4,255+93.2% | $4,296+91.4% |
| Admin fee / account holder | $5,435 | $5,234+3.8% | $6,467-16.0% | $6,918-21.4% |