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 | $26,236 | $93,571-72.0% | $135,903-80.7% | $75,163-65.1% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 42.77% | 30.90%+11.9pp | 68.23%-25.5pp | 160.62%-117.8pp |
| Employer contribution / active EE | $3,170 | $3,537-10.4% | $4,856-34.7% | $2,670+18.7% |
| Participant deferral / active EE | $8,357 | $6,404+30.5% | $7,758+7.7% | $4,125+102.6% |
| Admin fee / account holder | $10,115 | $6,975+45.0% | $10,762-6.0% | $5,651+79.0% |