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 | $29,114 | $106,749-72.7% | $145,433-80.0% | $82,448-64.7% |
| Participation rate | 63.9% | 75.6%-11.7pp | 82.1%-18.2pp | 68.1%-4.1pp |
| Annual return | 21.88% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,501 | $3,444-27.4% | $4,554-45.1% | $2,551-2.0% |
| Participant deferral / active EE | $5,233 | $6,519-19.7% | $7,897-33.7% | $4,139+26.4% |
| Admin fee / account holder | $4,037 | $8,390-51.9% | $13,129-69.3% | $7,234-44.2% |