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 6-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 | $45,147 | $154,228-70.7% | $145,433-69.0% | $137,256-67.1% |
| Participation rate | 57.9% | 83.8%-25.9pp | 82.1%-24.2pp | 80.0%-22.1pp |
| Annual return | 20.52% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,173 | $4,804-13.1% | $4,554-8.4% | $4,156+0.4% |
| Participant deferral / active EE | $5,292 | $8,216-35.6% | $7,897-33.0% | $6,407-17.4% |
| Admin fee / account holder | $4,105 | $14,344-71.4% | $13,129-68.7% | $12,270-66.5% |