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 7-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 | $112,788 | $76,407+47.6% | $150,298-25.0% | $82,448+36.8% |
| Participation rate | 44.0% | 66.4%-22.4pp | 77.8%-33.8pp | 68.1%-24.1pp |
| Annual return | 15.57% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $838 | $2,614-67.9% | $4,154-79.8% | $2,551-67.2% |
| Participant deferral / active EE | $1,453 | $3,214-54.8% | $5,453-73.4% | $4,139-64.9% |
| Admin fee / account holder | $971 | $6,352-84.7% | $14,116-93.1% | $7,234-86.6% |