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 9-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 | $51,498 | $100,773-48.9% | $88,946-42.1% | $142,382-63.8% |
| Participation rate | 52.4% | 74.3%-21.9pp | 68.8%-16.5pp | 80.1%-27.7pp |
| Annual return | 23.55% | 70.18%-46.6pp | 57.82%-34.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $925 | $2,918-68.3% | $2,555-63.8% | $4,299-78.5% |
| Participant deferral / active EE | $3,431 | $5,230-34.4% | $4,581-25.1% | $6,507-47.3% |
| Admin fee / account holder | $1,071 | $9,693-88.9% | $8,261-87.0% | $12,624-91.5% |