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 | $54,501 | $93,571-41.8% | $135,903-59.9% | $75,163-27.5% |
| Participation rate | 39.8% | 75.2%-35.4pp | 81.9%-42.1pp | 67.2%-27.4pp |
| Annual return | 17.71% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,097 | $3,537-69.0% | $4,856-77.4% | $2,670-58.9% |
| Participant deferral / active EE | $2,774 | $6,404-56.7% | $7,758-64.2% | $4,125-32.8% |
| Admin fee / account holder | $2,425 | $6,975-65.2% | $10,762-77.5% | $5,651-57.1% |