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 10-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 | $30,925 | $37,426-17.4% | $77,482-60.1% | $79,858-61.3% |
| Participation rate | 22.6% | 41.5%-18.9pp | 54.2%-31.5pp | 69.6%-47.0pp |
| Annual return | 18.42% | 39.70%-21.3pp | 54.79%-36.4pp | 31.71%-13.3pp |
| Employer contribution / active EE | $189 | $637-70.3% | $986-80.9% | $2,471-92.4% |
| Participant deferral / active EE | $473 | $1,260-62.5% | $1,861-74.6% | $3,740-87.4% |
| Admin fee / account holder | $957 | $2,504-61.8% | $2,858-66.5% | $5,306-82.0% |