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 | $54,214 | $154,228-64.8% | $145,433-62.7% | $137,256-60.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 102.93% | 74.59%+28.3pp | 66.58%+36.4pp | 220.34%-117.4pp |
| Employer contribution / active EE | $1,090 | $4,804-77.3% | $4,554-76.1% | $4,156-73.8% |
| Participant deferral / active EE | $2,707 | $8,216-67.1% | $7,897-65.7% | $6,407-57.7% |
| Admin fee / account holder | $525 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |