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 | $51,593 | $56,053-8.0% | $75,972-32.1% | $80,856-36.2% |
| Participation rate | 51.9% | 62.0%-10.1pp | 69.1%-17.1pp | 67.6%-15.7pp |
| Annual return | 13.59% | 20.53%-6.9pp | 359.55%-346.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,012 | $1,874+7.3% | $2,685-25.1% | $2,755-27.0% |
| Participant deferral / active EE | $4,242 | $3,052+39.0% | $4,255-0.3% | $4,296-1.3% |
| Admin fee / account holder | $5,722 | $5,234+9.3% | $6,467-11.5% | $6,918-17.3% |