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 9-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 | $58,350 | $54,705+6.7% | $71,209-18.1% | $84,808-31.2% |
| Participation rate | 51.7% | 64.1%-12.3pp | 73.8%-22.0pp | 68.3%-16.6pp |
| Annual return | 17.01% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,085 | $2,158-3.4% | $2,721-23.4% | $2,631-20.7% |
| Participant deferral / active EE | $3,546 | $3,030+17.0% | $4,175-15.1% | $4,212-15.8% |
| Admin fee / account holder | $8,798 | $4,863+80.9% | $5,349+64.5% | $7,344+19.8% |