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 6-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 | $115,507 | $111,535+3.6% | $105,223+9.8% | $137,256-15.8% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 80.0%-16.8pp |
| Annual return | 19.54% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,740 | $3,939-55.8% | $3,689-52.8% | $4,156-58.1% |
| Participant deferral / active EE | $3,523 | $5,500-35.9% | $5,072-30.5% | $6,407-45.0% |
| Admin fee / account holder | $2,929 | $9,721-69.9% | $8,859-66.9% | $12,270-76.1% |