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 | $46,909 | $210,648-77.7% | $177,989-73.6% | $145,922-67.9% |
| Participation rate | 38.1% | 80.8%-42.7pp | 77.1%-39.0pp | 80.3%-42.2pp |
| Annual return | 11.85% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $769 | $4,565-83.1% | $3,949-80.5% | $4,660-83.5% |
| Participant deferral / active EE | $3,601 | $6,958-48.2% | $6,276-42.6% | $6,688-46.2% |
| Admin fee / account holder | $1,699 | $12,013-85.9% | $10,363-83.6% | $13,397-87.3% |