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 10-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 | $159,593 | $37,426+326.4% | $77,482+106.0% | $79,858+99.8% |
| Participation rate | 11.6% | 41.5%-29.9pp | 54.2%-42.6pp | 69.6%-58.0pp |
| Annual return | 12.05% | 39.70%-27.6pp | 54.79%-42.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $281 | $637-55.9% | $986-71.5% | $2,471-88.6% |
| Participant deferral / active EE | $1,052 | $1,260-16.5% | $1,861-43.5% | $3,740-71.9% |
| Admin fee / account holder | $1,035 | $2,504-58.7% | $2,858-63.8% | $5,306-80.5% |