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 6-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 | $68,259 | $106,749-36.1% | $145,433-53.1% | $82,448-17.2% |
| Participation rate | 47.8% | 75.6%-27.8pp | 82.1%-34.3pp | 68.1%-20.2pp |
| Annual return | 17.25% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,102 | $3,444-39.0% | $4,554-53.8% | $2,551-17.6% |
| Participant deferral / active EE | $4,746 | $6,519-27.2% | $7,897-39.9% | $4,139+14.7% |
| Admin fee / account holder | $8,148 | $8,390-2.9% | $13,129-37.9% | $7,234+12.6% |