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 | $21,127 | $103,949-79.7% | $69,182-69.5% | $273,961-92.3% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 14.08% | 35.28%-21.2pp | -21.93%+36.0pp | 41.45%-27.4pp |
| Employer contribution / active EE | $837 | $1,783-53.0% | $1,206-30.6% | $4,869-82.8% |
| Participant deferral / active EE | $1,460 | $2,716-46.3% | $1,897-23.0% | $5,287-72.4% |
| Admin fee / account holder | $2,831 | $3,671-22.9% | $2,697+5.0% | $10,132-72.1% |