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 | $24,081 | $210,648-88.6% | $177,989-86.5% | $145,922-83.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.64% | 385.86%-376.2pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,498 | $4,565-67.2% | $3,949-62.1% | $4,660-67.8% |
| Participant deferral / active EE | $1,996 | $6,958-71.3% | $6,276-68.2% | $6,688-70.1% |
| Admin fee / account holder | $3,374 | $12,013-71.9% | $10,363-67.4% | $13,397-74.8% |