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 8-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 | $50,936 | $60,892-16.4% | $82,389-38.2% | $84,808-39.9% |
| Participation rate | 40.0% | 63.3%-23.3pp | 69.5%-29.5pp | 68.3%-28.3pp |
| Annual return | 14.45% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,108 | $1,779-37.7% | $2,517-56.0% | $2,631-57.9% |
| Participant deferral / active EE | $2,159 | $3,179-32.1% | $4,155-48.0% | $4,212-48.7% |
| Admin fee / account holder | $4,362 | $5,467-20.2% | $7,231-39.7% | $7,344-40.6% |