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 4-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 | $7,527 | $25,014-69.9% | $69,647-89.2% | $80,856-90.7% |
| Participation rate | 67.5% | 64.2%+3.3pp | 66.5%+1.1pp | 67.6%-0.1pp |
| Annual return | 14.56% | 19.07%-4.5pp | 100.48%-85.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $649 | $993-34.6% | $1,712-62.1% | $2,755-76.4% |
| Participant deferral / active EE | $1,916 | $1,839+4.2% | $2,886-33.6% | $4,296-55.4% |
| Admin fee / account holder | $1,851 | $2,488-25.6% | $4,713-60.7% | $6,918-73.2% |