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 9-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 | $7,481 | $30,400-75.4% | $53,898-86.1% | $84,808-91.2% |
| Participation rate | 63.5% | 46.4%+17.1pp | 55.0%+8.6pp | 68.3%-4.8pp |
| Annual return | 16.22% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $550 | $603-8.7% | $932-41.0% | $2,631-79.1% |
| Participant deferral / active EE | $1,105 | $1,199-7.8% | $1,826-39.5% | $4,212-73.8% |
| Admin fee / account holder | $1,373 | $1,993-31.1% | $2,491-44.9% | $7,344-81.3% |