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 10-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 | $118,396 | $159,602-25.8% | $150,045-21.1% | $142,382-16.8% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 18.72% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,706 | $4,961-5.1% | $4,693+0.3% | $4,299+9.5% |
| Participant deferral / active EE | $8,071 | $8,310-2.9% | $7,997+0.9% | $6,507+24.0% |
| Admin fee / account holder | $710 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |