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 | $20,357 | $49,915-59.2% | $154,803-86.8% | $74,304-72.6% |
| Participation rate | 48.9% | 54.0%-5.0pp | 78.1%-29.1pp | 60.3%-11.4pp |
| Annual return | 17.46% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $777 | $1,611-51.8% | $4,305-81.9% | $2,241-65.3% |
| Participant deferral / active EE | $1,972 | $2,255-12.5% | $5,540-64.4% | $3,767-47.7% |
| Admin fee / account holder | $2,225 | $2,189+1.6% | $14,329-84.5% | $2,969-25.1% |