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 6-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 | $97,721 | $112,881-13.4% | $90,951+7.4% | $158,922-38.5% |
| Participation rate | 38.9% | 74.7%-35.8pp | 69.0%-30.1pp | 82.0%-43.1pp |
| Annual return | 30.85% | 215.79%-184.9pp | 134.60%-103.7pp | 302.83%-272.0pp |
| Employer contribution / active EE | $1,002 | $2,893-65.4% | $2,122-52.8% | $4,761-78.9% |
| Participant deferral / active EE | $2,105 | $4,128-49.0% | $3,373-37.6% | $5,982-64.8% |
| Admin fee / account holder | $2,200 | $8,041-72.6% | $5,959-63.1% | $11,246-80.4% |