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 | $51,426 | $197,825-74.0% | $155,790-67.0% | $125,391-59.0% |
| Participation rate | 64.3% | 82.1%-17.8pp | 76.1%-11.8pp | 83.2%-18.9pp |
| Annual return | 3.22% | 86.74%-83.5pp | 71.54%-68.3pp | 282.22%-279.0pp |
| Employer contribution / active EE | $1,840 | $4,847-62.0% | $3,836-52.0% | $4,866-62.2% |
| Participant deferral / active EE | $6,804 | $5,630+20.9% | $4,797+41.8% | $5,352+27.1% |
| Admin fee / account holder | $6,200 | $9,545-35.0% | $7,478-17.1% | $9,540-35.0% |