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 | $85,494 | $127,065-32.7% | $113,168-24.5% | $142,382-40.0% |
| Participation rate | 54.2% | 79.2%-25.0pp | 76.6%-22.4pp | 80.1%-26.0pp |
| Annual return | 18.64% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,094 | $3,442-39.2% | $2,975-29.6% | $4,299-51.3% |
| Participant deferral / active EE | $2,805 | $5,716-50.9% | $5,107-45.1% | $6,507-56.9% |
| Admin fee / account holder | $1,987 | $15,736-87.4% | $12,068-83.5% | $12,624-84.3% |