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 | $18,278 | $105,126-82.6% | $94,646-80.7% | $139,434-86.9% |
| Participation rate | 54.5% | 82.4%-27.8pp | 80.8%-26.3pp | 80.3%-25.8pp |
| Annual return | 26.80% | 38.03%-11.2pp | 156.71%-129.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $2,926 | $4,106-28.7% | $3,672-20.3% | $4,751-38.4% |
| Participant deferral / active EE | $2,926 | $7,599-61.5% | $7,418-60.5% | $6,710-56.4% |
| Admin fee / account holder | $943 | $8,984-89.5% | $7,231-87.0% | $11,403-91.7% |