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 | $161,743 | $172,478-6.2% | $145,661+11.0% | $142,382+13.6% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 16.35% | 151.09%-134.7pp | 101.46%-85.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,984 | $4,899-39.1% | $4,238-29.6% | $4,299-30.6% |
| Participant deferral / active EE | $6,575 | $8,348-21.2% | $7,198-8.7% | $6,507+1.0% |
| Admin fee / account holder | $904 | $16,864-94.6% | $12,466-92.8% | $12,624-92.8% |