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 | $18,770 | $62,573-70.0% | $85,682-78.1% | $85,850-78.1% |
| Participation rate | 26.8% | 61.1%-34.3pp | 69.9%-43.0pp | 69.3%-42.5pp |
| Annual return | 21.62% | 23.77%-2.1pp | 21.49%+0.1pp | 318.53%-296.9pp |
| Employer contribution / active EE | $797 | $1,757-54.6% | $2,618-69.6% | $2,565-68.9% |
| Participant deferral / active EE | $1,584 | $2,802-43.5% | $3,923-59.6% | $3,952-59.9% |
| Admin fee / account holder | $1,798 | $4,640-61.3% | $6,873-73.8% | $6,260-71.3% |