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 | $90,872 | $79,449+14.4% | $189,557-52.1% | $85,850+5.9% |
| Participation rate | 51.7% | 66.0%-14.3pp | 78.4%-26.7pp | 69.3%-17.6pp |
| Annual return | 12.31% | 18.45%-6.1pp | 64.17%-51.9pp | 318.53%-306.2pp |
| Employer contribution / active EE | $617 | $2,081-70.4% | $4,412-86.0% | $2,565-76.0% |
| Participant deferral / active EE | $4,325 | $4,051+6.7% | $6,174-30.0% | $3,952+9.4% |
| Admin fee / account holder | $4,052 | $5,377-24.6% | $9,807-58.7% | $6,260-35.3% |