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 7-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 | $18,800 | $77,419-75.7% | $69,455-72.9% | $152,861-87.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 74.92% | 39.06%+35.9pp | 28.97%+46.0pp | 345.32%-270.4pp |
| Employer contribution / active EE | $1,874 | $3,315-43.5% | $2,779-32.6% | $4,762-60.6% |
| Participant deferral / active EE | $5,547 | $4,414+25.7% | $3,535+56.9% | $5,850-5.2% |
| Admin fee / account holder | $641 | $6,207-89.7% | $3,839-83.3% | $11,596-94.5% |