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 10-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 | $56,379 | $78,672-28.3% | $109,143-48.3% | $85,850-34.3% |
| Participation rate | 60.5% | 68.3%-7.8pp | 75.9%-15.4pp | 69.3%-8.8pp |
| Annual return | 30.68% | 25.09%+5.6pp | 25.75%+4.9pp | 318.53%-287.9pp |
| Employer contribution / active EE | $1,741 | $2,735-36.3% | $3,722-53.2% | $2,565-32.1% |
| Participant deferral / active EE | $4,343 | $3,467+25.3% | $4,653-6.7% | $3,952+9.9% |
| Admin fee / account holder | $7,416 | $5,469+35.6% | $6,752+9.8% | $6,260+18.5% |