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 | $40,424 | $77,899-48.1% | $149,673-73.0% | $75,163-46.2% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.3pp | 67.2%-1.7pp |
| Annual return | 28.92% | 31.72%-2.8pp | 134.42%-105.5pp | 160.62%-131.7pp |
| Employer contribution / active EE | $2,409 | $3,137-23.2% | $4,818-50.0% | $2,670-9.8% |
| Participant deferral / active EE | $4,709 | $3,411+38.1% | $5,680-17.1% | $4,125+14.2% |
| Admin fee / account holder | $4,207 | $5,956-29.4% | $13,210-68.1% | $5,651-25.5% |