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 | $74,485 | $100,773-26.1% | $88,946-16.3% | $142,382-47.7% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 17.22% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,739 | $2,918-40.4% | $2,555-31.9% | $4,299-59.5% |
| Participant deferral / active EE | $2,719 | $5,230-48.0% | $4,581-40.7% | $6,507-58.2% |
| Admin fee / account holder | $1,777 | $9,693-81.7% | $8,261-78.5% | $12,624-85.9% |