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 | $35,969 | $73,102-50.8% | $123,544-70.9% | $56,287-36.1% |
| Participation rate | 56.7% | 74.3%-17.6pp | 82.3%-25.6pp | 69.9%-13.1pp |
| Annual return | 20.67% | 3.01%+17.7pp | 119.20%-98.5pp | -9.96%+30.6pp |
| Employer contribution / active EE | $1,259 | $2,977-57.7% | $4,628-72.8% | $2,111-40.4% |
| Participant deferral / active EE | $4,845 | $5,423-10.6% | $6,426-24.6% | $3,350+44.6% |
| Admin fee / account holder | $4,716 | $554+751.8% | $9,284-49.2% | $521+805.3% |