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 7-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 | $56,512 | $83,369-32.2% | $105,223-46.3% | $67,986-16.9% |
| Participation rate | 34.8% | 56.3%-21.5pp | 75.0%-40.3pp | 57.2%-22.4pp |
| Annual return | 24.49% | 24.64%-0.2pp | 180.65%-156.2pp | 31.67%-7.2pp |
| Employer contribution / active EE | $1,610 | $2,541-36.6% | $3,689-56.4% | $2,019-20.2% |
| Participant deferral / active EE | $2,928 | $3,295-11.2% | $5,072-42.3% | $3,358-12.8% |
| Admin fee / account holder | $10,081 | $4,073+147.5% | $8,859+13.8% | $3,203+214.7% |