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 | $25,577 | $29,319-12.8% | $52,425-51.2% | $82,448-69.0% |
| Participation rate | 41.2% | 46.9%-5.7pp | 55.6%-14.4pp | 68.1%-26.9pp |
| Annual return | 20.62% | 535.20%-514.6pp | 302.12%-281.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,148 | $586+95.8% | $914+25.6% | $2,551-55.0% |
| Participant deferral / active EE | $1,633 | $1,171+39.4% | $1,790-8.8% | $4,139-60.6% |
| Admin fee / account holder | $2,096 | $1,962+6.8% | $2,495-16.0% | $7,234-71.0% |