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 | $61,799 | $112,729-45.2% | $98,716-37.4% | $137,256-55.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 18.81% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $841 | $2,725-69.1% | $2,279-63.1% | $4,156-79.8% |
| Participant deferral / active EE | $2,882 | $4,640-37.9% | $4,048-28.8% | $6,407-55.0% |
| Admin fee / account holder | $455 | $10,129-95.5% | $8,703-94.8% | $12,270-96.3% |