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 4-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 | $42,265 | $214,378-80.3% | $200,582-78.9% | $142,382-70.3% |
| Participation rate | 68.8% | 87.4%-18.7pp | 86.9%-18.1pp | 80.1%-11.4pp |
| Annual return | 17.77% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,697 | $6,841-60.6% | $6,419-58.0% | $4,299-37.3% |
| Participant deferral / active EE | $5,621 | $9,865-43.0% | $9,331-39.8% | $6,507-13.6% |
| Admin fee / account holder | $1,716 | $17,692-90.3% | $16,305-89.5% | $12,624-86.4% |