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 | $15,624 | $104,974-85.1% | $95,585-83.7% | $142,382-89.0% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.1%-31.2pp | 80.1%-39.2pp |
| Annual return | 23.14% | 210.33%-187.2pp | 38.56%-15.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $849 | $2,779-69.5% | $2,527-66.4% | $4,299-80.3% |
| Participant deferral / active EE | $957 | $4,352-78.0% | $4,023-76.2% | $6,507-85.3% |
| Admin fee / account holder | $826 | $6,386-87.1% | $6,127-86.5% | $12,624-93.5% |