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 5-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 | $52,854 | $68,719-23.1% | $91,541-42.3% | $84,808-37.7% |
| Participation rate | 14.6% | 64.5%-49.9pp | 69.8%-55.1pp | 68.3%-53.7pp |
| Annual return | 20.22% | 19.12%+1.1pp | 20.50%-0.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $546 | $1,920-71.6% | $2,505-78.2% | $2,631-79.3% |
| Participant deferral / active EE | $1,161 | $3,136-63.0% | $4,008-71.0% | $4,212-72.4% |
| Admin fee / account holder | $496 | $5,786-91.4% | $6,956-92.9% | $7,344-93.3% |