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 6-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 | $40,717 | $172,478-76.4% | $145,661-72.0% | $142,382-71.4% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.2%-14.7pp | 80.1%-17.6pp |
| Annual return | 14.57% | 151.09%-136.5pp | 101.46%-86.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,528 | $4,899-68.8% | $4,238-63.9% | $4,299-64.5% |
| Participant deferral / active EE | $3,777 | $8,348-54.8% | $7,198-47.5% | $6,507-42.0% |
| Admin fee / account holder | $861 | $16,864-94.9% | $12,466-93.1% | $12,624-93.2% |