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 | $46,300 | $111,535-58.5% | $105,223-56.0% | $137,256-66.3% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 16.96% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,148 | $3,939-45.5% | $3,689-41.8% | $4,156-48.3% |
| Participant deferral / active EE | $4,447 | $5,500-19.1% | $5,072-12.3% | $6,407-30.6% |
| Admin fee / account holder | $4,809 | $9,721-50.5% | $8,859-45.7% | $12,270-60.8% |