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 | $80,702 | $54,705+47.5% | $71,209+13.3% | $84,808-4.8% |
| Participation rate | 6.5% | 64.1%-57.5pp | 73.8%-67.2pp | 68.3%-61.8pp |
| Annual return | 17.11% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $566 | $2,158-73.8% | $2,721-79.2% | $2,631-78.5% |
| Participant deferral / active EE | $1,254 | $3,030-58.6% | $4,175-70.0% | $4,212-70.2% |
| Admin fee / account holder | $687 | $4,863-85.9% | $5,349-87.2% | $7,344-90.6% |