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 8-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 | $39,654 | $63,703-37.8% | $93,063-57.4% | $82,448-51.9% |
| Participation rate | 59.5% | 63.8%-4.4pp | 72.1%-12.7pp | 68.1%-8.6pp |
| Annual return | 18.17% | -775.43%+793.6pp | 34.15%-16.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,435 | $1,729-17.0% | $2,476-42.1% | $2,551-43.8% |
| Participant deferral / active EE | $2,489 | $2,919-14.7% | $3,958-37.1% | $4,139-39.9% |
| Admin fee / account holder | $4,646 | $5,982-22.3% | $6,033-23.0% | $7,234-35.8% |