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 | $30,344 | $80,717-62.4% | $154,803-80.4% | $84,808-64.2% |
| Participation rate | 67.7% | 66.8%+0.9pp | 78.1%-10.3pp | 68.3%-0.6pp |
| Annual return | 20.33% | 37.96%-17.6pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,459 | $2,761-47.2% | $4,305-66.1% | $2,631-44.5% |
| Participant deferral / active EE | $4,683 | $3,303+41.8% | $5,540-15.5% | $4,212+11.2% |
| Admin fee / account holder | $2,017 | $6,746-70.1% | $14,329-85.9% | $7,344-72.5% |