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 | $17,326 | $48,230-64.1% | $67,502-74.3% | $80,856-78.6% |
| Participation rate | 66.1% | 66.4%-0.3pp | 72.9%-6.8pp | 67.6%-1.5pp |
| Annual return | 16.77% | 18.28%-1.5pp | 3512.12%-3495.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,047 | $2,020-48.2% | $2,731-61.7% | $2,755-62.0% |
| Participant deferral / active EE | $2,959 | $2,924+1.2% | $4,000-26.0% | $4,296-31.1% |
| Admin fee / account holder | $400 | $3,681-89.1% | $3,998-90.0% | $6,918-94.2% |