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 | $61,915 | $96,484-35.8% | $156,263-60.4% | $74,304-16.7% |
| Participation rate | 50.0% | 67.7%-17.7pp | 78.9%-28.9pp | 60.3%-10.3pp |
| Annual return | 17.42% | 17.73%-0.3pp | 59.47%-42.0pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,497 | $2,528-40.8% | $4,333-65.5% | $2,241-33.2% |
| Participant deferral / active EE | $3,148 | $4,286-26.6% | $6,158-48.9% | $3,767-16.5% |
| Admin fee / account holder | $5,297 | $3,728+42.1% | $14,255-62.8% | $2,969+78.4% |