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 | $28,850 | $172,111-83.2% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.62% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,700 | $4,636-63.3% | $4,154-59.1% | $4,156-59.1% |
| Participant deferral / active EE | $2,484 | $6,166-59.7% | $5,453-54.4% | $6,407-61.2% |
| Admin fee / account holder | $2,196 | $16,471-86.7% | $14,116-84.4% | $12,270-82.1% |