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 | $91,610 | $114,381-19.9% | $107,525-14.8% | $142,382-35.7% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.1%-36.2pp | 80.1%-41.2pp |
| Annual return | 18.65% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $885 | $4,015-78.0% | $3,754-76.4% | $4,299-79.4% |
| Participant deferral / active EE | $2,932 | $5,564-47.3% | $5,116-42.7% | $6,507-54.9% |
| Admin fee / account holder | $3,207 | $9,860-67.5% | $8,919-64.0% | $12,624-74.6% |