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 | $56,962 | $154,117-63.0% | $129,995-56.2% | $139,434-59.1% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.5%-22.2pp | 80.3%-24.1pp |
| Annual return | 23.02% | 32.48%-9.5pp | -137.18%+160.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,943 | $5,289-63.3% | $4,320-55.0% | $4,751-59.1% |
| Participant deferral / active EE | $5,172 | $6,710-22.9% | $5,820-11.1% | $6,710-22.9% |
| Admin fee / account holder | $11,515 | $14,007-17.8% | $10,614+8.5% | $11,403+1.0% |