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 3-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 | $47,203 | $76,407-38.2% | $150,298-68.6% | $82,448-42.7% |
| Participation rate | 62.3% | 66.4%-4.1pp | 77.8%-15.5pp | 68.1%-5.8pp |
| Annual return | 19.10% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,207 | $2,614-53.8% | $4,154-71.0% | $2,551-52.7% |
| Participant deferral / active EE | $3,045 | $3,214-5.3% | $5,453-44.2% | $4,139-26.4% |
| Admin fee / account holder | $1,615 | $6,352-74.6% | $14,116-88.6% | $7,234-77.7% |