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 | $123,084 | $179,726-31.5% | $156,263-21.2% | $142,382-13.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 18.82% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,606 | $5,069-9.1% | $4,333+6.3% | $4,299+7.1% |
| Participant deferral / active EE | $16,493 | $6,956+137.1% | $6,158+167.8% | $6,507+153.5% |
| Admin fee / account holder | $20,785 | $17,272+20.3% | $14,255+45.8% | $12,624+64.6% |