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 | $76,401 | $72,071+6.0% | $68,368+11.8% | $137,256-44.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 24.95% | 353.14%-328.2pp | 292.57%-267.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,603 | $2,788-42.5% | $2,649-39.5% | $4,156-61.4% |
| Participant deferral / active EE | $3,063 | $4,410-30.5% | $4,123-25.7% | $6,407-52.2% |
| Admin fee / account holder | $1,030 | $5,336-80.7% | $5,150-80.0% | $12,270-91.6% |