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 7-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 | $47,934 | $183,519-73.9% | $155,509-69.2% | $145,922-67.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.78% | 61.17%-42.4pp | 64.67%-45.9pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,334 | $5,313-56.1% | $4,672-50.0% | $4,660-49.9% |
| Participant deferral / active EE | $6,868 | $6,462+6.3% | $5,626+22.1% | $6,688+2.7% |
| Admin fee / account holder | $2,152 | $19,313-88.9% | $15,912-86.5% | $13,397-83.9% |