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 | $20,182 | $71,050-71.6% | $93,606-78.4% | $80,856-75.0% |
| Participation rate | 64.8% | 60.4%+4.4pp | 68.7%-3.9pp | 67.6%-2.8pp |
| Annual return | 14.68% | 11.26%+3.4pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,254 | $1,564+108.1% | $2,420+34.5% | $2,755+18.1% |
| Participant deferral / active EE | $4,171 | $4,034+3.4% | $4,411-5.5% | $4,296-2.9% |
| Admin fee / account holder | $2,881 | $6,945-58.5% | $8,285-65.2% | $6,918-58.3% |