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 | $45,461 | $83,369-45.5% | $105,223-56.8% | $67,986-33.1% |
| Participation rate | 18.2% | 56.3%-38.1pp | 75.0%-56.9pp | 57.2%-39.0pp |
| Annual return | 17.47% | 24.64%-7.2pp | 180.65%-163.2pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,270 | $2,541-50.0% | $3,689-65.6% | $2,019-37.1% |
| Participant deferral / active EE | $1,407 | $3,295-57.3% | $5,072-72.3% | $3,358-58.1% |
| Admin fee / account holder | $1,850 | $4,073-54.6% | $8,859-79.1% | $3,203-42.2% |