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 | $10,278 | $27,839-63.1% | $58,482-82.4% | $71,457-85.6% |
| Participation rate | 13.7% | 34.5%-20.8pp | 50.9%-37.1pp | 67.9%-54.2pp |
| Annual return | 21.96% | 26.81%-4.8pp | 4239.32%-4217.4pp | 28.85%-6.9pp |
| Employer contribution / active EE | $363 | $631-42.4% | $1,053-65.5% | $2,588-86.0% |
| Participant deferral / active EE | $621 | $1,206-48.5% | $1,924-67.7% | $4,289-85.5% |
| Admin fee / account holder | $819 | $1,641-50.1% | $2,516-67.4% | $1,587-48.4% |