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 8-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 | $27,951 | $55,415-49.6% | $155,509-82.0% | $74,495-62.5% |
| Participation rate | 42.6% | 61.9%-19.3pp | 78.2%-35.6pp | 67.2%-24.6pp |
| Annual return | 11.35% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,005 | $2,267-55.7% | $4,672-78.5% | $2,623-61.7% |
| Participant deferral / active EE | $2,214 | $2,836-21.9% | $5,626-60.7% | $4,346-49.1% |
| Admin fee / account holder | $4,540 | $1,738+161.2% | $15,912-71.5% | $1,942+133.8% |