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 7-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 | $11,083 | $104,664-89.4% | $85,682-87.1% | $167,490-93.4% |
| Participation rate | 64.7% | 76.4%-11.7pp | 69.9%-5.2pp | 82.1%-17.4pp |
| Annual return | 12.22% | 21.45%-9.2pp | 21.49%-9.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $774 | $3,337-76.8% | $2,618-70.4% | $4,837-84.0% |
| Participant deferral / active EE | $1,988 | $4,824-58.8% | $3,923-49.3% | $6,341-68.6% |
| Admin fee / account holder | $707 | $10,032-93.0% | $6,873-89.7% | $12,309-94.3% |