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 6-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 | $14,777 | $48,795-69.7% | $65,493-77.4% | $84,808-82.6% |
| Participation rate | 58.6% | 67.0%-8.4pp | 73.1%-14.5pp | 68.3%-9.7pp |
| Annual return | 14.51% | 20.20%-5.7pp | 982.45%-967.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $876 | $1,930-54.6% | $2,574-66.0% | $2,631-66.7% |
| Participant deferral / active EE | $1,994 | $2,928-31.9% | $3,961-49.7% | $4,212-52.7% |
| Admin fee / account holder | $826 | $3,877-78.7% | $5,028-83.6% | $7,344-88.8% |