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 | $49,933 | $133,958-62.7% | $112,228-55.5% | $134,475-62.9% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -18.21% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,446 | $4,038-64.2% | $3,635-60.2% | $4,740-69.5% |
| Participant deferral / active EE | $4,664 | $5,291-11.9% | $4,728-1.4% | $6,400-27.1% |
| Admin fee / account holder | $887 | $7,489-88.2% | $6,410-86.2% | $11,426-92.2% |