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 10-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 | $13,146 | $32,037-59.0% | $69,182-81.0% | $62,891-79.1% |
| Participation rate | 21.3% | 43.4%-22.1pp | 55.1%-33.8pp | 69.3%-48.0pp |
| Annual return | 8.94% | 15.16%-6.2pp | -21.93%+30.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $220 | $679-67.6% | $1,206-81.8% | $2,281-90.3% |
| Participant deferral / active EE | $638 | $1,185-46.2% | $1,897-66.4% | $3,203-80.1% |
| Admin fee / account holder | $338 | $2,608-87.0% | $2,697-87.5% | $4,296-92.1% |