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 | $15,640 | $29,660-47.3% | $56,411-72.3% | $80,856-80.7% |
| Participation rate | 59.5% | 41.6%+17.9pp | 52.5%+7.1pp | 67.6%-8.1pp |
| Annual return | 13.05% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,088 | $669+62.6% | $1,039+4.8% | $2,755-60.5% |
| Participant deferral / active EE | $1,776 | $1,226+44.8% | $1,952-9.0% | $4,296-58.7% |
| Admin fee / account holder | $3,193 | $2,428+31.5% | $2,829+12.9% | $6,918-53.9% |