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 7-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 | $66,770 | $106,515-37.3% | $96,683-30.9% | $139,434-52.1% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 18.07% | 38.43%-20.4pp | 35.69%-17.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,684 | $4,103-34.6% | $3,737-28.2% | $4,751-43.5% |
| Participant deferral / active EE | $4,443 | $5,454-18.5% | $4,878-8.9% | $6,710-33.8% |
| Admin fee / account holder | $6,032 | $7,877-23.4% | $6,730-10.4% | $11,403-47.1% |