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 3-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 | $94,002 | $84,556+11.2% | $116,228-19.1% | $74,304+26.5% |
| Participation rate | 44.3% | 66.0%-21.7pp | 74.6%-30.2pp | 60.3%-16.0pp |
| Annual return | 17.57% | 18.35%-0.8pp | 90.06%-72.5pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,170 | $2,168+0.1% | $2,994-27.5% | $2,241-3.2% |
| Participant deferral / active EE | $4,042 | $3,814+6.0% | $4,953-18.4% | $3,767+7.3% |
| Admin fee / account holder | $3,110 | $3,792-18.0% | $11,989-74.1% | $2,969+4.7% |