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 3-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 | $14,894 | $80,717-81.5% | $154,803-90.4% | $84,808-82.4% |
| Participation rate | 31.3% | 66.8%-35.6pp | 78.1%-46.8pp | 68.3%-37.1pp |
| Annual return | 20.94% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $957 | $2,761-65.3% | $4,305-77.8% | $2,631-63.6% |
| Participant deferral / active EE | $1,137 | $3,303-65.6% | $5,540-79.5% | $4,212-73.0% |
| Admin fee / account holder | $705 | $6,746-89.6% | $14,329-95.1% | $7,344-90.4% |