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 3-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 | $53,457 | $86,944-38.5% | $107,525-50.3% | $74,304-28.1% |
| Participation rate | 34.6% | 59.6%-25.0pp | 75.1%-40.5pp | 60.3%-25.8pp |
| Annual return | 22.21% | 23.52%-1.3pp | 181.32%-159.1pp | 29.43%-7.2pp |
| Employer contribution / active EE | $1,523 | $2,757-44.7% | $3,754-59.4% | $2,241-32.0% |
| Participant deferral / active EE | $4,028 | $3,554+13.3% | $5,116-21.3% | $3,767+6.9% |
| Admin fee / account holder | $4,291 | $3,727+15.2% | $8,919-51.9% | $2,969+44.5% |