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 | $107,749 | $178,174-39.5% | $156,181-31.0% | $137,256-21.5% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 20.80% | 84.19%-63.4pp | 64.87%-44.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,888 | $4,972-62.0% | $4,294-56.0% | $4,156-54.6% |
| Participant deferral / active EE | $6,748 | $6,888-2.0% | $6,132+10.0% | $6,407+5.3% |
| Admin fee / account holder | $1,301 | $17,404-92.5% | $14,586-91.1% | $12,270-89.4% |