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 | $72,622 | $106,584-31.9% | $101,326-28.3% | $142,382-49.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 18.57% | 36.93%-18.4pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,900 | $3,956-1.4% | $3,665+6.4% | $4,299-9.3% |
| Participant deferral / active EE | $6,064 | $8,297-26.9% | $7,994-24.1% | $6,507-6.8% |
| Admin fee / account holder | $1,397 | $11,446-87.8% | $11,185-87.5% | $12,624-88.9% |