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 10-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 | $61,434 | $91,190-32.6% | $178,490-65.6% | $79,858-23.1% |
| Participation rate | 55.4% | 69.2%-13.8pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 15.39% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,688 | $3,256-48.2% | $5,011-66.3% | $2,471-31.7% |
| Participant deferral / active EE | $3,485 | $3,236+7.7% | $5,202-33.0% | $3,740-6.8% |
| Admin fee / account holder | $3,087 | $6,751-54.3% | $13,984-77.9% | $5,306-41.8% |