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 8-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 | $78,836 | $127,264-38.1% | $109,895-28.3% | $167,490-52.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 22.05% | 22.97%-0.9pp | 29.45%-7.4pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,380 | $3,322-58.5% | $2,842-51.4% | $4,837-71.5% |
| Participant deferral / active EE | $5,380 | $4,514+19.2% | $4,048+32.9% | $6,341-15.2% |
| Admin fee / account holder | $1,818 | $7,114-74.4% | $6,066-70.0% | $12,309-85.2% |