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 | $37,173 | $111,814-66.8% | $93,654-60.3% | $145,959-74.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 13.99% | 203.30%-189.3pp | 133.34%-119.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $943 | $3,092-69.5% | $2,421-61.1% | $4,661-79.8% |
| Participant deferral / active EE | $3,795 | $4,914-22.8% | $4,413-14.0% | $6,689-43.3% |
| Admin fee / account holder | $350 | $10,246-96.6% | $8,282-95.8% | $13,398-97.4% |