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 8-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 | $54,199 | $89,753-39.6% | $107,525-49.6% | $84,808-36.1% |
| Participation rate | 41.7% | 68.1%-26.4pp | 75.1%-33.4pp | 68.3%-26.6pp |
| Annual return | 19.29% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,051 | $3,113-66.3% | $3,754-72.0% | $2,631-60.1% |
| Participant deferral / active EE | $3,513 | $4,056-13.4% | $5,116-31.3% | $4,212-16.6% |
| Admin fee / account holder | $1,680 | $7,222-76.7% | $8,919-81.2% | $7,344-77.1% |