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 5-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 | $67,334 | $114,381-41.1% | $107,525-37.4% | $142,382-52.7% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 104.02% | 242.71%-138.7pp | 181.32%-77.3pp | 217.08%-113.1pp |
| Employer contribution / active EE | $1,350 | $4,015-66.4% | $3,754-64.0% | $4,299-68.6% |
| Participant deferral / active EE | $5,151 | $5,564-7.4% | $5,116+0.7% | $6,507-20.8% |
| Admin fee / account holder | $1,100 | $9,860-88.8% | $8,919-87.7% | $12,624-91.3% |