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 | $38,595 | $66,098-41.6% | $101,794-62.1% | $74,304-48.1% |
| Participation rate | 68.1% | 53.8%+14.4pp | 69.2%-1.1pp | 60.3%+7.8pp |
| Annual return | 13.64% | 19.59%-6.0pp | 30.53%-16.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,601 | $1,082+48.0% | $2,289-30.0% | $2,241-28.6% |
| Participant deferral / active EE | $2,988 | $2,781+7.4% | $4,084-26.8% | $3,767-20.7% |
| Admin fee / account holder | $2,781 | $4,146-32.9% | $8,777-68.3% | $2,969-6.3% |