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 | $2,742 | $22,587-87.9% | $65,255-95.8% | $75,163-96.4% |
| Participation rate | 59.7% | 63.1%-3.4pp | 65.0%-5.3pp | 67.2%-7.5pp |
| Annual return | 40.55% | 71.03%-30.5pp | 47.35%-6.8pp | 160.62%-120.1pp |
| Employer contribution / active EE | $583 | $941-38.0% | $1,691-65.5% | $2,670-78.2% |
| Participant deferral / active EE | $1,222 | $1,695-27.9% | $2,831-56.8% | $4,125-70.4% |
| Admin fee / account holder | $581 | $1,876-69.0% | $4,112-85.9% | $5,651-89.7% |