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 | $24,549 | $54,701-55.1% | $86,188-71.5% | $71,457-65.6% |
| Participation rate | 60.8% | 60.1%+0.7pp | 69.0%-8.1pp | 67.9%-7.1pp |
| Annual return | 19.24% | 20.06%-0.8pp | 1168.45%-1149.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,717 | $1,265+35.7% | $2,380-27.9% | $2,588-33.6% |
| Participant deferral / active EE | $2,642 | $3,108-15.0% | $3,985-33.7% | $4,289-38.4% |
| Admin fee / account holder | $2,267 | $1,922+18.0% | $6,852-66.9% | $1,587+42.8% |