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 4-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 | $132,551 | $97,125+36.5% | $86,233+53.7% | $137,256-3.4% |
| Participation rate | 47.1% | 74.2%-27.1pp | 69.0%-22.0pp | 80.0%-32.9pp |
| Annual return | 19.83% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,970 | $2,841+4.5% | $2,504+18.6% | $4,156-28.5% |
| Participant deferral / active EE | $7,136 | $5,180+37.8% | $4,559+56.5% | $6,407+11.4% |
| Admin fee / account holder | $719 | $9,725-92.6% | $8,342-91.4% | $12,270-94.1% |