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 | $66,263 | $97,125-31.8% | $86,233-23.2% | $137,256-51.7% |
| Participation rate | 46.2% | 74.2%-28.0pp | 69.0%-22.9pp | 80.0%-33.8pp |
| Annual return | 16.64% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $724 | $2,841-74.5% | $2,504-71.1% | $4,156-82.6% |
| Participant deferral / active EE | $2,927 | $5,180-43.5% | $4,559-35.8% | $6,407-54.3% |
| Admin fee / account holder | $2,530 | $9,725-74.0% | $8,342-69.7% | $12,270-79.4% |