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 | $9,477 | $76,407-87.6% | $150,298-93.7% | $82,448-88.5% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 23.75% | 39.99%-16.2pp | 62.79%-39.0pp | 41.64%-17.9pp |
| Employer contribution / active EE | $574 | $2,614-78.0% | $4,154-86.2% | $2,551-77.5% |
| Participant deferral / active EE | $857 | $3,214-73.3% | $5,453-84.3% | $4,139-79.3% |
| Admin fee / account holder | $717 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |