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 5-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 | $30,530 | $29,660+2.9% | $56,411-45.9% | $80,856-62.2% |
| Participation rate | 33.3% | 41.6%-8.3pp | 52.5%-19.1pp | 67.6%-34.3pp |
| Annual return | 12.95% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $393 | $669-41.3% | $1,039-62.2% | $2,755-85.7% |
| Participant deferral / active EE | $1,921 | $1,226+56.7% | $1,952-1.6% | $4,296-55.3% |
| Admin fee / account holder | $1,486 | $2,428-38.8% | $2,829-47.5% | $6,918-78.5% |