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 | $66,054 | $106,749-38.1% | $145,433-54.6% | $82,448-19.9% |
| Participation rate | 38.5% | 75.6%-37.2pp | 82.1%-43.7pp | 68.1%-29.6pp |
| Annual return | 17.99% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,486 | $3,444-56.9% | $4,554-67.4% | $2,551-41.8% |
| Participant deferral / active EE | $2,879 | $6,519-55.8% | $7,897-63.5% | $4,139-30.4% |
| Admin fee / account holder | $11,017 | $8,390+31.3% | $13,129-16.1% | $7,234+52.3% |