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 | $15,059 | $48,750-69.1% | $88,946-83.1% | $74,304-79.7% |
| Participation rate | 39.6% | 44.5%-4.9pp | 68.8%-29.3pp | 60.3%-20.8pp |
| Annual return | 32.40% | 25.91%+6.5pp | 57.82%-25.4pp | 29.43%+3.0pp |
| Employer contribution / active EE | $614 | $1,255-51.1% | $2,555-76.0% | $2,241-72.6% |
| Participant deferral / active EE | $1,702 | $2,423-29.8% | $4,581-62.9% | $3,767-54.8% |
| Admin fee / account holder | $2,845 | $3,756-24.3% | $8,261-65.6% | $2,969-4.2% |