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 | $18,855 | $111,814-83.1% | $103,374-81.8% | $145,959-87.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 21.98% | 24.77%-2.8pp | 24.89%-2.9pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,871 | $4,214-55.6% | $3,869-51.6% | $4,661-59.9% |
| Participant deferral / active EE | $3,992 | $5,618-28.9% | $5,058-21.1% | $6,689-40.3% |
| Admin fee / account holder | $633 | $9,754-93.5% | $8,394-92.5% | $13,398-95.3% |