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 | $65,855 | $87,013-24.3% | $106,213-38.0% | $80,856-18.6% |
| Participation rate | 49.1% | 70.4%-21.3pp | 75.3%-26.2pp | 67.6%-18.5pp |
| Annual return | 13.78% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,306 | $2,395-45.5% | $3,171-58.8% | $2,755-52.6% |
| Participant deferral / active EE | $2,855 | $3,986-28.4% | $5,016-43.1% | $4,296-33.6% |
| Admin fee / account holder | $739 | $8,431-91.2% | $11,033-93.3% | $6,918-89.3% |