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 | $135,391 | $183,519-26.2% | $155,509-12.9% | $145,922-7.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.62% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,841 | $5,313-8.9% | $4,672+3.6% | $4,660+3.9% |
| Participant deferral / active EE | $8,964 | $6,462+38.7% | $5,626+59.3% | $6,688+34.0% |
| Admin fee / account holder | $541 | $19,313-97.2% | $15,912-96.6% | $13,397-96.0% |