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 5-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 | $37,975 | $80,717-53.0% | $154,803-75.5% | $84,808-55.2% |
| Participation rate | 21.7% | 66.8%-45.1pp | 78.1%-56.4pp | 68.3%-46.6pp |
| Annual return | 16.77% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $491 | $2,761-82.2% | $4,305-88.6% | $2,631-81.3% |
| Participant deferral / active EE | $1,612 | $3,303-51.2% | $5,540-70.9% | $4,212-61.7% |
| Admin fee / account holder | $978 | $6,746-85.5% | $14,329-93.2% | $7,344-86.7% |