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 | $26,758 | $51,638-48.2% | $68,368-60.9% | $82,448-67.5% |
| Participation rate | 57.4% | 63.6%-6.2pp | 73.8%-16.3pp | 68.1%-10.6pp |
| Annual return | 19.34% | 37.53%-18.2pp | 292.57%-273.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $903 | $2,047-55.9% | $2,649-65.9% | $2,551-64.6% |
| Participant deferral / active EE | $3,935 | $2,914+35.1% | $4,123-4.6% | $4,139-4.9% |
| Admin fee / account holder | $3,777 | $4,643-18.7% | $5,150-26.7% | $7,234-47.8% |