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 | $41,953 | $106,749-60.7% | $145,433-71.2% | $82,448-49.1% |
| Participation rate | 51.9% | 75.6%-23.8pp | 82.1%-30.3pp | 68.1%-16.2pp |
| Annual return | 17.60% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,435 | $3,444-58.3% | $4,554-68.5% | $2,551-43.8% |
| Participant deferral / active EE | $2,935 | $6,519-55.0% | $7,897-62.8% | $4,139-29.1% |
| Admin fee / account holder | $4,275 | $8,390-49.0% | $13,129-67.4% | $7,234-40.9% |