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 | $40,237 | $85,766-53.1% | $136,294-70.5% | $70,131-42.6% |
| Participation rate | 62.1% | 74.2%-12.0pp | 81.9%-19.8pp | 69.5%-7.4pp |
| Annual return | 21.59% | 31.45%-9.9pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,409 | $2,966-18.8% | $4,695-48.7% | $2,342+2.8% |
| Participant deferral / active EE | $4,387 | $5,051-13.1% | $6,247-29.8% | $3,332+31.7% |
| Admin fee / account holder | $4,491 | $5,420-17.1% | $9,243-51.4% | $4,645-3.3% |