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 | $30,969 | $62,127-50.2% | $81,382-61.9% | $74,495-58.4% |
| Participation rate | 48.7% | 64.0%-15.3pp | 69.5%-20.8pp | 67.2%-18.5pp |
| Annual return | 13.52% | 16.48%-3.0pp | 24.73%-11.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,225 | $1,882-34.9% | $2,463-50.3% | $2,623-53.3% |
| Participant deferral / active EE | $2,477 | $3,229-23.3% | $3,883-36.2% | $4,346-43.0% |
| Admin fee / account holder | $1,879 | $1,934-2.9% | $5,768-67.4% | $1,942-3.2% |