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 4-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 | $58,290 | $60,022-2.9% | $88,946-34.5% | $84,808-31.3% |
| Participation rate | 27.8% | 57.8%-30.1pp | 68.8%-41.1pp | 68.3%-40.5pp |
| Annual return | 19.39% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,000 | $1,703-41.3% | $2,555-60.9% | $2,631-62.0% |
| Participant deferral / active EE | $3,120 | $3,114+0.2% | $4,581-31.9% | $4,212-25.9% |
| Admin fee / account holder | $704 | $4,811-85.4% | $8,261-91.5% | $7,344-90.4% |