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 | $18,028 | $51,576-65.0% | $129,207-86.0% | $80,856-77.7% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 25.19% | 20.81%+4.4pp | 9417.33%-9392.1pp | 35.59%-10.4pp |
| Employer contribution / active EE | $657 | $1,584-58.5% | $4,153-84.2% | $2,755-76.1% |
| Participant deferral / active EE | $2,403 | $2,669-9.9% | $4,168-42.3% | $4,296-44.1% |
| Admin fee / account holder | $377 | $4,305-91.2% | $7,715-95.1% | $6,918-94.5% |