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 | $11,108 | $49,915-77.7% | $154,803-92.8% | $74,304-85.1% |
| Participation rate | 47.5% | 54.0%-6.5pp | 78.1%-30.6pp | 60.3%-12.8pp |
| Annual return | 18.78% | 34.06%-15.3pp | 58.88%-40.1pp | 29.43%-10.7pp |
| Employer contribution / active EE | $866 | $1,611-46.3% | $4,305-79.9% | $2,241-61.4% |
| Participant deferral / active EE | $1,281 | $2,255-43.2% | $5,540-76.9% | $3,767-66.0% |
| Admin fee / account holder | $3,223 | $2,189+47.2% | $14,329-77.5% | $2,969+8.6% |