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 | $15,494 | $27,839-44.3% | $58,482-73.5% | $71,457-78.3% |
| Participation rate | 39.6% | 34.5%+5.1pp | 50.9%-11.2pp | 67.9%-28.3pp |
| Annual return | 22.73% | 26.81%-4.1pp | 4239.32%-4216.6pp | 28.85%-6.1pp |
| Employer contribution / active EE | $467 | $631-26.0% | $1,053-55.7% | $2,588-82.0% |
| Participant deferral / active EE | $1,811 | $1,206+50.1% | $1,924-5.9% | $4,289-57.8% |
| Admin fee / account holder | $2,233 | $1,641+36.1% | $2,516-11.2% | $1,587+40.7% |