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 | $78,154 | $95,266-18.0% | $82,389-5.1% | $142,382-45.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 24.92% | 25.74%-0.8pp | 28.67%-3.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $4,426 | $2,991+48.0% | $2,517+75.8% | $4,299+3.0% |
| Participant deferral / active EE | $11,810 | $4,809+145.6% | $4,155+184.3% | $6,507+81.5% |
| Admin fee / account holder | $2,895 | $8,563-66.2% | $7,231-60.0% | $12,624-77.1% |