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 6-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 | $16,531 | $95,862-82.8% | $79,550-79.2% | $134,475-87.7% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | 49.83% | -2.69%+52.5pp | 0.16%+49.7pp | 417.96%-368.1pp |
| Employer contribution / active EE | $1,090 | $3,128-65.2% | $2,413-54.8% | $4,740-77.0% |
| Participant deferral / active EE | $1,547 | $4,693-67.0% | $3,985-61.2% | $6,400-75.8% |
| Admin fee / account holder | $4,677 | $9,126-48.7% | $6,832-31.5% | $11,426-59.1% |