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 | $27,653 | $76,407-63.8% | $150,298-81.6% | $82,448-66.5% |
| Participation rate | 45.2% | 66.4%-21.2pp | 77.8%-32.6pp | 68.1%-22.9pp |
| Annual return | 13.33% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,077 | $2,614-58.8% | $4,154-74.1% | $2,551-57.8% |
| Participant deferral / active EE | $2,695 | $3,214-16.1% | $5,453-50.6% | $4,139-34.9% |
| Admin fee / account holder | $1,224 | $6,352-80.7% | $14,116-91.3% | $7,234-83.1% |