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 | $62,572 | $58,927+6.2% | $76,817-18.5% | $72,985-14.3% |
| Participation rate | 65.7% | 67.3%-1.6pp | 72.1%-6.4pp | 69.5%-3.8pp |
| Annual return | 22.58% | 2305.64%-2283.1pp | 1166.11%-1143.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,447 | $1,787-19.0% | $2,302-37.1% | $2,440-40.7% |
| Participant deferral / active EE | $3,774 | $2,690+40.3% | $3,336+13.1% | $3,607+4.6% |
| Admin fee / account holder | $2,964 | $4,013-26.1% | $6,420-53.8% | $5,124-42.2% |