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 | $40,179 | $154,228-73.9% | $145,433-72.4% | $137,256-70.7% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 80.0%-15.0pp |
| Annual return | 25.81% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $2,061 | $4,804-57.1% | $4,554-54.7% | $4,156-50.4% |
| Participant deferral / active EE | $4,869 | $8,216-40.7% | $7,897-38.3% | $6,407-24.0% |
| Admin fee / account holder | $2,756 | $14,344-80.8% | $13,129-79.0% | $12,270-77.5% |