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 | $15,157 | $77,899-80.5% | $149,673-89.9% | $75,163-79.8% |
| Participation rate | 42.1% | 65.6%-23.5pp | 78.8%-36.7pp | 67.2%-25.1pp |
| Annual return | 39.73% | 31.72%+8.0pp | 134.42%-94.7pp | 160.62%-120.9pp |
| Employer contribution / active EE | $746 | $3,137-76.2% | $4,818-84.5% | $2,670-72.1% |
| Participant deferral / active EE | $1,629 | $3,411-52.2% | $5,680-71.3% | $4,125-60.5% |
| Admin fee / account holder | $433 | $5,956-92.7% | $13,210-96.7% | $5,651-92.3% |