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 | $49,259 | $78,926-37.6% | $136,749-64.0% | $84,808-41.9% |
| Participation rate | 53.8% | 62.2%-8.3pp | 72.1%-18.3pp | 68.3%-14.5pp |
| Annual return | 15.82% | 18.17%-2.4pp | 24.33%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,770 | $3,168+113.7% | $4,692+44.3% | $4,212+60.8% |
| Admin fee / account holder | $13,175 | $6,369+106.9% | $11,386+15.7% | $7,344+79.4% |