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 5-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 | $19,254 | $53,516-64.0% | $126,539-84.8% | $84,808-77.3% |
| Participation rate | 35.5% | 58.2%-22.8pp | 69.8%-34.3pp | 68.3%-32.8pp |
| Annual return | 18.67% | 58.34%-39.7pp | 425.95%-407.3pp | 40.90%-22.2pp |
| Employer contribution / active EE | $443 | $1,535-71.1% | $3,674-87.9% | $2,631-83.2% |
| Participant deferral / active EE | $1,111 | $2,671-58.4% | $4,083-72.8% | $4,212-73.6% |
| Admin fee / account holder | $773 | $4,497-82.8% | $6,065-87.3% | $7,344-89.5% |