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 7-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 | $71,592 | $117,983-39.3% | $101,794-29.7% | $142,382-49.7% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 16.25% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $908 | $2,773-67.3% | $2,289-60.3% | $4,299-78.9% |
| Participant deferral / active EE | $1,344 | $4,714-71.5% | $4,084-67.1% | $6,507-79.3% |
| Admin fee / account holder | $8,358 | $10,433-19.9% | $8,777-4.8% | $12,624-33.8% |