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 8-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 | $19,038 | $52,580-63.8% | $71,671-73.4% | $70,131-72.9% |
| Participation rate | 51.5% | 60.9%-9.4pp | 68.7%-17.2pp | 69.5%-18.0pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $564 | $1,616-65.1% | $2,460-77.1% | $2,342-75.9% |
| Participant deferral / active EE | $1,888 | $2,386-20.9% | $3,438-45.1% | $3,332-43.3% |
| Admin fee / account holder | $2,841 | $3,653-22.2% | $5,558-48.9% | $4,645-38.8% |