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 5-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 | $48,494 | $78,672-38.4% | $109,143-55.6% | $85,850-43.5% |
| Participation rate | 51.6% | 68.3%-16.7pp | 75.9%-24.3pp | 69.3%-17.7pp |
| Annual return | 15.66% | 25.09%-9.4pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,440 | $2,735-47.3% | $3,722-61.3% | $2,565-43.9% |
| Participant deferral / active EE | $2,899 | $3,467-16.4% | $4,653-37.7% | $3,952-26.6% |
| Admin fee / account holder | $1,553 | $5,469-71.6% | $6,752-77.0% | $6,260-75.2% |