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 8-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 | $35,603 | $109,881-67.6% | $150,045-76.3% | $84,808-58.0% |
| Participation rate | 57.9% | 76.1%-18.2pp | 82.3%-24.4pp | 68.3%-10.4pp |
| Annual return | 19.69% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,048 | $3,561-42.5% | $4,693-56.4% | $2,631-22.2% |
| Participant deferral / active EE | $3,594 | $6,636-45.8% | $7,997-55.1% | $4,212-14.7% |
| Admin fee / account holder | $946 | $8,568-89.0% | $13,435-93.0% | $7,344-87.1% |