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 6-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 | $86,060 | $127,065-32.3% | $113,168-24.0% | $142,382-39.6% |
| Participation rate | 29.4% | 79.2%-49.8pp | 76.6%-47.2pp | 80.1%-50.7pp |
| Annual return | 16.10% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,684 | $3,442+7.0% | $2,975+23.8% | $4,299-14.3% |
| Participant deferral / active EE | $4,526 | $5,716-20.8% | $5,107-11.4% | $6,507-30.4% |
| Admin fee / account holder | $3,492 | $15,736-77.8% | $12,068-71.1% | $12,624-72.3% |