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 5-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 | $19,075 | $106,515-82.1% | $96,683-80.3% | $139,434-86.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 16.35% | 38.43%-22.1pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $5,523 | $4,103+34.6% | $3,737+47.8% | $4,751+16.2% |
| Participant deferral / active EE | $5,523 | $5,454+1.3% | $4,878+13.2% | $6,710-17.7% |
| Admin fee / account holder | $5,212 | $7,877-33.8% | $6,730-22.6% | $11,403-54.3% |