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 | $32,183 | $111,754-71.2% | $103,333-68.9% | $145,922-77.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 15.42% | 24.77%-9.3pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,853 | $4,212-56.0% | $3,868-52.1% | $4,660-60.2% |
| Participant deferral / active EE | $8,104 | $5,619+44.2% | $5,057+60.2% | $6,688+21.2% |
| Admin fee / account holder | $3,654 | $9,750-62.5% | $8,355-56.3% | $13,397-72.7% |