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 | $62,091 | $159,602-61.1% | $150,045-58.6% | $142,382-56.4% |
| Participation rate | 23.5% | 84.0%-60.4pp | 82.3%-58.8pp | 80.1%-56.6pp |
| Annual return | 18.43% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,249 | $4,961-74.8% | $4,693-73.4% | $4,299-71.0% |
| Participant deferral / active EE | $2,803 | $8,310-66.3% | $7,997-65.0% | $6,507-56.9% |
| Admin fee / account holder | $1,616 | $14,846-89.1% | $13,435-88.0% | $12,624-87.2% |