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 | $35,380 | $111,814-68.4% | $93,654-62.2% | $145,959-75.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.12% | 203.30%-190.2pp | 133.34%-120.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $660 | $3,092-78.7% | $2,421-72.7% | $4,661-85.8% |
| Participant deferral / active EE | $1,575 | $4,914-68.0% | $4,413-64.3% | $6,689-76.5% |
| Admin fee / account holder | $356 | $10,246-96.5% | $8,282-95.7% | $13,398-97.3% |