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 | $14,762 | $59,101-75.0% | $77,163-80.9% | $75,163-80.4% |
| Participation rate | 45.2% | 63.9%-18.7pp | 69.6%-24.4pp | 67.2%-22.0pp |
| Annual return | 15.71% | 26.71%-11.0pp | 37.87%-22.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $698 | $1,995-65.0% | $2,535-72.5% | $2,670-73.8% |
| Participant deferral / active EE | $1,308 | $2,999-56.4% | $3,833-65.9% | $4,125-68.3% |
| Admin fee / account holder | $1,425 | $4,774-70.1% | $5,472-74.0% | $5,651-74.8% |