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 4-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 | $20,553 | $50,982-59.7% | $154,803-86.7% | $85,563-76.0% |
| Participation rate | 34.3% | 59.8%-25.5pp | 78.1%-43.8pp | 66.0%-31.6pp |
| Annual return | 14.86% | 30.35%-15.5pp | 58.88%-44.0pp | 31.51%-16.7pp |
| Employer contribution / active EE | $479 | $1,708-71.9% | $4,305-88.9% | $2,654-81.9% |
| Participant deferral / active EE | $1,485 | $2,474-40.0% | $5,540-73.2% | $4,375-66.1% |
| Admin fee / account holder | $1,174 | $846+38.8% | $14,329-91.8% | $834+40.7% |