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 3-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 | $5,785 | $29,051-80.1% | $52,425-89.0% | $67,986-91.5% |
| Participation rate | 37.9% | 30.4%+7.4pp | 55.6%-17.8pp | 57.2%-19.3pp |
| Annual return | 26.69% | 24.00%+2.7pp | 302.12%-275.4pp | 31.67%-5.0pp |
| Employer contribution / active EE | $494 | $412+19.9% | $914-46.0% | $2,019-75.5% |
| Participant deferral / active EE | $749 | $873-14.2% | $1,790-58.2% | $3,358-77.7% |
| Admin fee / account holder | $600 | $2,113-71.6% | $2,495-75.9% | $3,203-81.3% |