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 3-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 | $72,803 | $79,944-8.9% | $98,439-26.0% | $75,163-3.1% |
| Participation rate | 62.2% | 70.4%-8.2pp | 75.2%-13.0pp | 67.2%-5.0pp |
| Annual return | 16.80% | 19.75%-2.9pp | 21.16%-4.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,687 | $2,264-25.5% | $3,048-44.6% | $2,670-36.8% |
| Participant deferral / active EE | $3,148 | $3,752-16.1% | $4,738-33.6% | $4,125-23.7% |
| Admin fee / account holder | $23,555 | $6,840+244.4% | $8,948+163.3% | $5,651+316.8% |