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 | $21,768 | $73,933-70.6% | $96,683-77.5% | $75,163-71.0% |
| Participation rate | 56.3% | 66.4%-10.2pp | 74.3%-18.1pp | 67.2%-10.9pp |
| Annual return | 34.46% | 26.70%+7.8pp | 35.69%-1.2pp | 160.62%-126.2pp |
| Employer contribution / active EE | $2,019 | $2,928-31.1% | $3,737-46.0% | $2,670-24.4% |
| Participant deferral / active EE | $4,602 | $3,659+25.8% | $4,878-5.7% | $4,125+11.6% |
| Admin fee / account holder | $5,300 | $5,216+1.6% | $6,730-21.2% | $5,651-6.2% |