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 | $38,285 | $83,369-54.1% | $105,223-63.6% | $67,986-43.7% |
| Participation rate | 28.7% | 56.3%-27.6pp | 75.0%-46.3pp | 57.2%-28.5pp |
| Annual return | 25.26% | 24.64%+0.6pp | 180.65%-155.4pp | 31.67%-6.4pp |
| Employer contribution / active EE | $1,231 | $2,541-51.6% | $3,689-66.6% | $2,019-39.0% |
| Participant deferral / active EE | $2,104 | $3,295-36.1% | $5,072-58.5% | $3,358-37.3% |
| Admin fee / account holder | $9,027 | $4,073+121.7% | $8,859+1.9% | $3,203+181.8% |