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 | $117,539 | $163,101-27.9% | $136,749-14.0% | $142,382-17.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 17.66% | 27.54%-9.9pp | 24.33%-6.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $868 | $4,117-78.9% | $3,400-74.5% | $4,299-79.8% |
| Participant deferral / active EE | $9,967 | $5,585+78.5% | $4,692+112.4% | $6,507+53.2% |
| Admin fee / account holder | $1,656 | $14,318-88.4% | $11,386-85.5% | $12,624-86.9% |