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 3-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 | $5,798 | $92,798-93.8% | $96,707-94.0% | $137,256-95.8% |
| Participation rate | 69.2% | 81.6%-12.4pp | 80.4%-11.1pp | 80.0%-10.7pp |
| Annual return | 25.07% | 31.24%-6.2pp | 34.78%-9.7pp | 220.34%-195.3pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,706 | $5,877-71.0% | $5,997-71.6% | $6,407-73.4% |
| Admin fee / account holder | $312 | $7,946-96.1% | $7,503-95.8% | $12,270-97.5% |