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 | $11,913 | $51,175-76.7% | $70,515-83.1% | $75,163-84.2% |
| Participation rate | 36.7% | 60.9%-24.3pp | 68.3%-31.7pp | 67.2%-30.5pp |
| Annual return | 43.71% | 30.02%+13.7pp | 32.77%+10.9pp | 160.62%-116.9pp |
| Employer contribution / active EE | $1,655 | $1,826-9.4% | $2,973-44.4% | $2,670-38.0% |
| Participant deferral / active EE | $2,534 | $2,849-11.1% | $4,567-44.5% | $4,125-38.6% |
| Admin fee / account holder | $1,163 | $4,091-71.6% | $6,412-81.9% | $5,651-79.4% |