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 | $50,239 | $91,538-45.1% | $129,995-61.4% | $75,163-33.2% |
| Participation rate | 68.6% | 71.4%-2.9pp | 78.5%-9.9pp | 67.2%+1.4pp |
| Annual return | 19.91% | -631.11%+651.0pp | -137.18%+157.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,863 | $2,845-34.5% | $4,320-56.9% | $2,670-30.2% |
| Participant deferral / active EE | $4,161 | $4,341-4.2% | $5,820-28.5% | $4,125+0.9% |
| Admin fee / account holder | $338 | $6,790-95.0% | $10,614-96.8% | $5,651-94.0% |