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 | $39,279 | $84,556-53.5% | $116,228-66.2% | $74,304-47.1% |
| Participation rate | 26.9% | 66.0%-39.2pp | 74.6%-47.7pp | 60.3%-33.5pp |
| Annual return | 26.42% | 18.35%+8.1pp | 90.06%-63.6pp | 29.43%-3.0pp |
| Employer contribution / active EE | $913 | $2,168-57.9% | $2,994-69.5% | $2,241-59.2% |
| Participant deferral / active EE | $1,851 | $3,814-51.5% | $4,953-62.6% | $3,767-50.9% |
| Admin fee / account holder | $2,053 | $3,792-45.8% | $11,989-82.9% | $2,969-30.8% |