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 5-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 | $32,979 | $76,407-56.8% | $150,298-78.1% | $82,448-60.0% |
| Participation rate | 31.1% | 66.4%-35.3pp | 77.8%-46.6pp | 68.1%-37.0pp |
| Annual return | 22.18% | 39.99%-17.8pp | 62.79%-40.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,635 | $2,614-37.4% | $4,154-60.6% | $2,551-35.9% |
| Participant deferral / active EE | $1,977 | $3,214-38.5% | $5,453-63.7% | $4,139-52.2% |
| Admin fee / account holder | $512 | $6,352-91.9% | $14,116-96.4% | $7,234-92.9% |