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 5-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 | $31,644 | $148,534-78.7% | $135,903-76.7% | $139,434-77.3% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 23.83% | 79.19%-55.4pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,960 | $5,243-62.6% | $4,856-59.6% | $4,751-58.7% |
| Participant deferral / active EE | $5,136 | $8,100-36.6% | $7,758-33.8% | $6,710-23.5% |
| Admin fee / account holder | $2,295 | $12,400-81.5% | $10,762-78.7% | $11,403-79.9% |