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 | $17,263 | $29,660-41.8% | $56,411-69.4% | $80,856-78.6% |
| Participation rate | 53.8% | 41.6%+12.2pp | 52.5%+1.4pp | 67.6%-13.8pp |
| Annual return | 11.83% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $479 | $669-28.4% | $1,039-53.9% | $2,755-82.6% |
| Participant deferral / active EE | $770 | $1,226-37.2% | $1,952-60.5% | $4,296-82.1% |
| Admin fee / account holder | $2,345 | $2,428-3.4% | $2,829-17.1% | $6,918-66.1% |