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 | $72,556 | $114,381-36.6% | $107,525-32.5% | $142,382-49.0% |
| Participation rate | 31.3% | 78.1%-46.9pp | 75.1%-43.8pp | 80.1%-48.9pp |
| Annual return | 18.66% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,365 | $4,015-66.0% | $3,754-63.6% | $4,299-68.2% |
| Participant deferral / active EE | $4,942 | $5,564-11.2% | $5,116-3.4% | $6,507-24.0% |
| Admin fee / account holder | $2,698 | $9,860-72.6% | $8,919-69.7% | $12,624-78.6% |