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 | $55,871 | $81,460-31.4% | $103,333-45.9% | $80,856-30.9% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 12.74% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,492 | $3,105-52.0% | $3,868-61.4% | $2,755-45.9% |
| Participant deferral / active EE | $1,918 | $3,869-50.4% | $5,057-62.1% | $4,296-55.3% |
| Admin fee / account holder | $829 | $6,566-87.4% | $8,355-90.1% | $6,918-88.0% |