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 7-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 | $14,603 | $50,082-70.8% | $93,406-84.4% | $79,858-81.7% |
| Participation rate | 44.0% | 60.9%-16.9pp | 66.8%-22.8pp | 69.6%-25.6pp |
| Annual return | 29.77% | 24.59%+5.2pp | 78.05%-48.3pp | 31.71%-1.9pp |
| Employer contribution / active EE | $353 | $1,303-72.9% | $2,075-83.0% | $2,471-85.7% |
| Participant deferral / active EE | $2,610 | $2,212+18.0% | $3,126-16.5% | $3,740-30.2% |
| Admin fee / account holder | $683 | $3,454-80.2% | $5,230-86.9% | $5,306-87.1% |