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 4-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 | $102,985 | $114,381-10.0% | $107,525-4.2% | $142,382-27.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 18.28% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,695 | $4,015-57.8% | $3,754-54.8% | $4,299-60.6% |
| Participant deferral / active EE | $8,941 | $5,564+60.7% | $5,116+74.8% | $6,507+37.4% |
| Admin fee / account holder | $1,167 | $9,860-88.2% | $8,919-86.9% | $12,624-90.8% |