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 7-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 | $53,207 | $58,208-8.6% | $81,812-35.0% | $80,856-34.2% |
| Participation rate | 63.9% | 63.4%+0.5pp | 72.3%-8.5pp | 67.6%-3.7pp |
| Annual return | 15.06% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,377 | $2,340-41.2% | $2,912-52.7% | $2,755-50.0% |
| Participant deferral / active EE | $4,134 | $3,281+26.0% | $4,319-4.3% | $4,296-3.8% |
| Admin fee / account holder | $3,197 | $4,981-35.8% | $7,386-56.7% | $6,918-53.8% |