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 | $22,746 | $107,452-78.8% | $91,541-75.2% | $142,382-84.0% |
| Participation rate | 52.4% | 75.1%-22.7pp | 69.8%-17.4pp | 80.1%-27.7pp |
| Annual return | 15.62% | 22.06%-6.4pp | 20.50%-4.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,161 | $4,754+8.5% | $4,008+28.8% | $6,507-20.7% |
| Admin fee / account holder | $1,989 | $8,834-77.5% | $6,956-71.4% | $12,624-84.2% |