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 4-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 | $51,079 | $86,929-41.2% | $102,423-50.1% | $80,856-36.8% |
| Participation rate | 43.1% | 72.4%-29.2pp | 76.5%-33.4pp | 67.6%-24.5pp |
| Annual return | 11.20% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,944 | $2,369+66.5% | $3,023+30.4% | $2,755+43.2% |
| Participant deferral / active EE | $6,711 | $4,118+63.0% | $5,053+32.8% | $4,296+56.2% |
| Admin fee / account holder | $7,933 | $8,049-1.4% | $9,451-16.1% | $6,918+14.7% |