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 | $83,689 | $102,966-18.7% | $90,281-7.3% | $152,861-45.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 23.12% | 95.16%-72.0pp | 78.10%-55.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,769 | $3,139-11.8% | $2,854-3.0% | $4,762-41.9% |
| Participant deferral / active EE | $4,402 | $4,281+2.8% | $3,885+13.3% | $5,850-24.8% |
| Admin fee / account holder | $1,039 | $6,171-83.2% | $5,351-80.6% | $11,596-91.0% |