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 | $29,850 | $29,667+0.6% | $56,441-47.1% | $80,874-63.1% |
| Participation rate | 21.3% | 41.7%-20.4pp | 52.5%-31.2pp | 67.6%-46.4pp |
| Annual return | 19.40% | 35.22%-15.8pp | 1704.21%-1684.8pp | 35.62%-16.2pp |
| Employer contribution / active EE | $422 | $669-36.9% | $1,039-59.4% | $2,756-84.7% |
| Participant deferral / active EE | $1,375 | $1,227+12.1% | $1,953-29.6% | $4,297-68.0% |
| Admin fee / account holder | $3,064 | $2,429+26.1% | $2,829+8.3% | $6,935-55.8% |