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 | $18,789 | $49,915-62.4% | $154,803-87.9% | $74,304-74.7% |
| Participation rate | 28.1% | 54.0%-25.9pp | 78.1%-50.0pp | 60.3%-32.3pp |
| Annual return | 21.49% | 34.06%-12.6pp | 58.88%-37.4pp | 29.43%-7.9pp |
| Employer contribution / active EE | $358 | $1,611-77.8% | $4,305-91.7% | $2,241-84.0% |
| Participant deferral / active EE | $913 | $2,255-59.5% | $5,540-83.5% | $3,767-75.8% |
| Admin fee / account holder | $861 | $2,189-60.7% | $14,329-94.0% | $2,969-71.0% |