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 | $147,541 | $179,726-17.9% | $156,263-5.6% | $142,382+3.6% |
| Participation rate | 47.6% | 82.1%-34.5pp | 78.9%-31.3pp | 80.1%-32.5pp |
| Annual return | 13.39% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,735 | $5,069-65.8% | $4,333-59.9% | $4,299-59.6% |
| Participant deferral / active EE | $5,587 | $6,956-19.7% | $6,158-9.3% | $6,507-14.1% |
| Admin fee / account holder | $15,953 | $17,272-7.6% | $14,255+11.9% | $12,624+26.4% |