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 | $34,551 | $79,013-56.3% | $100,391-65.6% | $74,495-53.6% |
| Participation rate | 68.2% | 79.5%-11.3pp | 81.5%-13.3pp | 67.2%+1.0pp |
| Annual return | 15.25% | 20.41%-5.2pp | 49.20%-34.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $982 | $3,021-67.5% | $3,942-75.1% | $2,623-62.6% |
| Participant deferral / active EE | $3,990 | $7,760-48.6% | $8,082-50.6% | $4,346-8.2% |
| Admin fee / account holder | $3,187 | $1,320+141.4% | $7,899-59.7% | $1,942+64.1% |