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 | $42,432 | $101,724-58.3% | $164,813-74.3% | $80,856-47.5% |
| Participation rate | 55.2% | 71.8%-16.7pp | 78.6%-23.4pp | 67.6%-12.5pp |
| Annual return | 20.38% | 16.72%+3.7pp | 69.93%-49.6pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,745 | $2,953-7.1% | $4,341-36.8% | $2,755-0.4% |
| Participant deferral / active EE | $6,855 | $4,477+53.1% | $6,031+13.7% | $4,296+59.6% |
| Admin fee / account holder | $2,866 | $8,227-65.2% | $12,690-77.4% | $6,918-58.6% |