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 | $64,062 | $67,984-5.8% | $65,493-2.2% | $74,304-13.8% |
| Participation rate | 63.8% | 66.3%-2.5pp | 73.1%-9.2pp | 60.3%+3.5pp |
| Annual return | 22.88% | 19.87%+3.0pp | 982.45%-959.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $2,307 | $2,491-7.4% | $2,574-10.4% | $2,241+2.9% |
| Participant deferral / active EE | $3,087 | $3,346-7.8% | $3,961-22.1% | $3,767-18.1% |
| Admin fee / account holder | $711 | $1,373-48.2% | $5,028-85.9% | $2,969-76.1% |