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 5-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 | $37,871 | $29,660+27.7% | $56,411-32.9% | $80,856-53.2% |
| Participation rate | 22.6% | 41.6%-19.1pp | 52.5%-29.9pp | 67.6%-45.1pp |
| Annual return | 15.25% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $476 | $669-28.8% | $1,039-54.1% | $2,755-82.7% |
| Participant deferral / active EE | $1,975 | $1,226+61.1% | $1,952+1.2% | $4,296-54.0% |
| Admin fee / account holder | $1,408 | $2,428-42.0% | $2,829-50.2% | $6,918-79.6% |