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 | $53,782 | $104,974-48.8% | $95,585-43.7% | $142,382-62.2% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 21.21% | 210.33%-189.1pp | 38.56%-17.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,398 | $2,779-49.7% | $2,527-44.7% | $4,299-67.5% |
| Participant deferral / active EE | $2,043 | $4,352-53.1% | $4,023-49.2% | $6,507-68.6% |
| Admin fee / account holder | $1,346 | $6,386-78.9% | $6,127-78.0% | $12,624-89.3% |