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 | $47,684 | $77,634-38.6% | $156,549-69.5% | $62,891-24.2% |
| Participation rate | 48.1% | 71.2%-23.1pp | 84.0%-36.0pp | 69.3%-21.3pp |
| Annual return | 4.87% | 50.32%-45.4pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $918 | $3,444-73.3% | $5,501-83.3% | $2,281-59.8% |
| Participant deferral / active EE | $1,836 | $3,045-39.7% | $4,871-62.3% | $3,203-42.7% |
| Admin fee / account holder | $4,679 | $5,561-15.9% | $13,027-64.1% | $4,296+8.9% |