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 | $40,084 | $95,803-58.2% | $113,168-64.6% | $84,808-52.7% |
| Participation rate | 34.5% | 72.9%-38.4pp | 76.6%-42.1pp | 68.3%-33.8pp |
| Annual return | 16.10% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $900 | $2,360-61.9% | $2,975-69.8% | $2,631-65.8% |
| Participant deferral / active EE | $2,907 | $4,242-31.5% | $5,107-43.1% | $4,212-31.0% |
| Admin fee / account holder | $715 | $8,989-92.1% | $12,068-94.1% | $7,344-90.3% |