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 6-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 | $53,410 | $49,915+7.0% | $154,803-65.5% | $74,304-28.1% |
| Participation rate | 36.0% | 54.0%-18.0pp | 78.1%-42.1pp | 60.3%-24.3pp |
| Annual return | 20.67% | 34.06%-13.4pp | 58.88%-38.2pp | 29.43%-8.8pp |
| Employer contribution / active EE | $1,393 | $1,611-13.5% | $4,305-67.6% | $2,241-37.8% |
| Participant deferral / active EE | $3,301 | $2,255+46.4% | $5,540-40.4% | $3,767-12.4% |
| Admin fee / account holder | $1,451 | $2,189-33.7% | $14,329-89.9% | $2,969-51.1% |