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 6-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 | $29,955 | $47,479-36.9% | $62,929-52.4% | $82,448-63.7% |
| Participation rate | 42.2% | 66.9%-24.6pp | 73.1%-30.9pp | 68.1%-25.8pp |
| Annual return | 22.93% | 20.34%+2.6pp | 1063.93%-1041.0pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,354 | $1,885-28.2% | $2,505-45.9% | $2,551-46.9% |
| Participant deferral / active EE | $2,686 | $2,870-6.4% | $3,888-30.9% | $4,139-35.1% |
| Admin fee / account holder | $10,452 | $3,804+174.8% | $5,065+106.4% | $7,234+44.5% |