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 | $6,825 | $109,982-93.8% | $97,226-93.0% | $145,922-95.3% |
| Participation rate | 45.8% | 75.9%-30.1pp | 72.7%-26.9pp | 80.3%-34.4pp |
| Annual return | 19.90% | 242.90%-223.0pp | 75.13%-55.2pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,102 | $3,084-64.3% | $2,729-59.6% | $4,660-76.3% |
| Participant deferral / active EE | $1,730 | $4,676-63.0% | $4,264-59.4% | $6,688-74.1% |
| Admin fee / account holder | $1,411 | $6,221-77.3% | $5,654-75.1% | $13,397-89.5% |