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 | $57,779 | $54,705+5.6% | $71,209-18.9% | $84,808-31.9% |
| Participation rate | 22.6% | 64.1%-41.4pp | 73.8%-51.1pp | 68.3%-45.7pp |
| Annual return | 18.28% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $408 | $2,158-81.1% | $2,721-85.0% | $2,631-84.5% |
| Participant deferral / active EE | $1,757 | $3,030-42.0% | $4,175-57.9% | $4,212-58.3% |
| Admin fee / account holder | $5,227 | $4,863+7.5% | $5,349-2.3% | $7,344-28.8% |