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 | $21,268 | $177,572-88.0% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.1%-31.4pp | 80.1%-33.5pp |
| Annual return | 18.32% | 65.07%-46.7pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,206 | $4,810-74.9% | $4,305-72.0% | $4,299-72.0% |
| Participant deferral / active EE | $2,057 | $6,272-67.2% | $5,540-62.9% | $6,507-68.4% |
| Admin fee / account holder | $2,044 | $16,786-87.8% | $14,329-85.7% | $12,624-83.8% |