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 3-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 | $76,000 | $111,754-32.0% | $103,333-26.5% | $145,922-47.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 40.74% | 24.77%+16.0pp | 24.88%+15.9pp | 561.29%-520.5pp |
| Employer contribution / active EE | $1,694 | $4,212-59.8% | $3,868-56.2% | $4,660-63.6% |
| Participant deferral / active EE | $15,006 | $5,619+167.1% | $5,057+196.7% | $6,688+124.4% |
| Admin fee / account holder | $724 | $9,750-92.6% | $8,355-91.3% | $13,397-94.6% |