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 | $18,658 | $69,515-73.2% | $86,874-78.5% | $85,850-78.3% |
| Participation rate | 45.5% | 66.3%-20.9pp | 71.6%-26.2pp | 69.3%-23.9pp |
| Annual return | 25.22% | 20.12%+5.1pp | 63.52%-38.3pp | 318.53%-293.3pp |
| Employer contribution / active EE | $895 | $1,880-52.4% | $2,495-64.1% | $2,565-65.1% |
| Participant deferral / active EE | $2,299 | $2,919-21.3% | $3,699-37.9% | $3,952-41.8% |
| Admin fee / account holder | $984 | $5,972-83.5% | $5,828-83.1% | $6,260-84.3% |