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 | $15,826 | $154,365-89.7% | $130,231-87.8% | $139,434-88.7% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.3%-36.3pp | 80.3%-40.3pp |
| Annual return | 0.00% | 30.34%-30.3pp | 38.77%-38.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,378 | $5,170-73.3% | $4,126-66.6% | $4,751-71.0% |
| Participant deferral / active EE | $4,858 | $8,498-42.8% | $6,799-28.5% | $6,710-27.6% |
| Admin fee / account holder | $1,175 | $9,214-87.2% | $6,020-80.5% | $11,403-89.7% |