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 | $26,031 | $72,071-63.9% | $68,368-61.9% | $137,256-81.0% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.0%-21.1pp |
| Annual return | 17.71% | 353.14%-335.4pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,474 | $2,788-47.1% | $2,649-44.4% | $4,156-64.5% |
| Participant deferral / active EE | $2,833 | $4,410-35.8% | $4,123-31.3% | $6,407-55.8% |
| Admin fee / account holder | $2,623 | $5,336-50.8% | $5,150-49.1% | $12,270-78.6% |