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 | $45,594 | $108,825-58.1% | $156,181-70.8% | $82,448-44.7% |
| Participation rate | 48.0% | 72.4%-24.4pp | 78.8%-30.8pp | 68.1%-20.1pp |
| Annual return | 17.85% | 20.59%-2.7pp | 64.87%-47.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,005 | $2,870-65.0% | $4,294-76.6% | $2,551-60.6% |
| Participant deferral / active EE | $3,282 | $4,577-28.3% | $6,132-46.5% | $4,139-20.7% |
| Admin fee / account holder | $6,015 | $9,341-35.6% | $14,586-58.8% | $7,234-16.9% |