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 | $54,936 | $74,927-26.7% | $101,794-46.0% | $84,808-35.2% |
| Participation rate | 48.3% | 61.4%-13.1pp | 69.2%-20.9pp | 68.3%-20.0pp |
| Annual return | 17.19% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $978 | $1,522-35.7% | $2,289-57.3% | $2,631-62.8% |
| Participant deferral / active EE | $1,942 | $3,099-37.3% | $4,084-52.5% | $4,212-53.9% |
| Admin fee / account holder | $3,327 | $6,514-48.9% | $8,777-62.1% | $7,344-54.7% |