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 | $75,340 | $82,978-9.2% | $129,995-42.0% | $71,457+5.4% |
| Participation rate | 50.3% | 74.1%-23.7pp | 78.5%-28.1pp | 67.9%-17.6pp |
| Annual return | 16.53% | 20.60%-4.1pp | -137.18%+153.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,825 | $2,622-30.4% | $4,320-57.7% | $2,588-29.5% |
| Participant deferral / active EE | $3,892 | $4,432-12.2% | $5,820-33.1% | $4,289-9.2% |
| Admin fee / account holder | $9,557 | $1,729+452.8% | $10,614-10.0% | $1,587+502.1% |