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 | $71,814 | $91,552-21.6% | $133,956-46.4% | $79,858-10.1% |
| Participation rate | 43.8% | 73.3%-29.6pp | 79.8%-36.1pp | 69.6%-25.9pp |
| Annual return | 13.54% | 61.85%-48.3pp | 45.09%-31.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $883 | $2,384-63.0% | $3,919-77.5% | $2,471-64.3% |
| Participant deferral / active EE | $3,748 | $3,733+0.4% | $5,048-25.8% | $3,740+0.2% |
| Admin fee / account holder | $3,827 | $6,321-39.5% | $8,927-57.1% | $5,306-27.9% |