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 | $19,087 | $39,122-51.2% | $57,179-66.6% | $62,891-69.7% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | 4.29% | 9.23%-4.9pp | 14.59%-10.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $882 | $1,874-52.9% | $2,682-67.1% | $2,281-61.3% |
| Participant deferral / active EE | $1,851 | $2,374-22.0% | $3,096-40.2% | $3,203-42.2% |
| Admin fee / account holder | $2,117 | $2,592-18.3% | $3,139-32.6% | $4,296-50.7% |