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 | $33,545 | $114,381-70.7% | $107,525-68.8% | $142,382-76.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 25.89% | 242.71%-216.8pp | 181.32%-155.4pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,503 | $4,015-62.6% | $3,754-59.9% | $4,299-65.0% |
| Participant deferral / active EE | $7,661 | $5,564+37.7% | $5,116+49.8% | $6,507+17.7% |
| Admin fee / account holder | $458 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |