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 | $59,479 | $75,828-21.6% | $147,614-59.7% | $59,632-0.3% |
| Participation rate | 59.2% | 71.6%-12.4pp | 84.6%-25.4pp | 68.7%-9.5pp |
| Annual return | -0.40% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,371 | $3,485-60.6% | $5,564-75.4% | $2,203-37.7% |
| Participant deferral / active EE | $3,823 | $3,130+22.1% | $4,895-21.9% | $3,192+19.8% |
| Admin fee / account holder | $6,509 | $5,985+8.7% | $11,611-43.9% | $4,297+51.5% |