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 5-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 | $15,944 | $110,261-85.5% | $95,745-83.3% | $139,434-88.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 19.52% | 27.11%-7.6pp | 28.35%-8.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $893 | $3,257-72.6% | $2,835-68.5% | $4,751-81.2% |
| Participant deferral / active EE | $1,440 | $4,676-69.2% | $4,245-66.1% | $6,710-78.5% |
| Admin fee / account holder | $562 | $6,613-91.5% | $5,678-90.1% | $11,403-95.1% |