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 | $79,202 | $73,933+7.1% | $96,683-18.1% | $75,163+5.4% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.7pp | 67.2%-26.5pp |
| Annual return | 20.55% | 26.70%-6.2pp | 35.69%-15.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,553 | $2,928-46.9% | $3,737-58.4% | $2,670-41.8% |
| Participant deferral / active EE | $3,247 | $3,659-11.3% | $4,878-33.4% | $4,125-21.3% |
| Admin fee / account holder | $10,901 | $5,216+109.0% | $6,730+62.0% | $5,651+92.9% |