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 7-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 | $72,047 | $54,705+31.7% | $71,209+1.2% | $84,808-15.0% |
| Participation rate | 18.5% | 64.1%-45.6pp | 73.8%-55.2pp | 68.3%-49.8pp |
| Annual return | 19.24% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $559 | $2,158-74.1% | $2,721-79.5% | $2,631-78.8% |
| Participant deferral / active EE | $1,193 | $3,030-60.6% | $4,175-71.4% | $4,212-71.7% |
| Admin fee / account holder | $680 | $4,863-86.0% | $5,349-87.3% | $7,344-90.7% |