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 | $51,265 | $77,899-34.2% | $149,673-65.7% | $75,163-31.8% |
| Participation rate | 59.5% | 65.6%-6.1pp | 78.8%-19.3pp | 67.2%-7.7pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,592 | $3,137-49.3% | $4,818-67.0% | $2,670-40.4% |
| Participant deferral / active EE | $2,345 | $3,411-31.3% | $5,680-58.7% | $4,125-43.2% |
| Admin fee / account holder | $2,169 | $5,956-63.6% | $13,210-83.6% | $5,651-61.6% |