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 6-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 | $26,080 | $54,705-52.3% | $71,209-63.4% | $84,808-69.2% |
| Participation rate | 32.1% | 64.1%-31.9pp | 73.8%-41.6pp | 68.3%-36.2pp |
| Annual return | 14.96% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $618 | $2,158-71.4% | $2,721-77.3% | $2,631-76.5% |
| Participant deferral / active EE | $890 | $3,030-70.6% | $4,175-78.7% | $4,212-78.9% |
| Admin fee / account holder | $550 | $4,863-88.7% | $5,349-89.7% | $7,344-92.5% |