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 | $61,042 | $165,335-63.1% | $149,696-59.2% | $158,922-61.6% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 10.35% | 348.15%-337.8pp | 276.60%-266.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,172 | $5,103-77.0% | $4,644-74.8% | $4,761-75.4% |
| Participant deferral / active EE | $3,305 | $7,181-54.0% | $6,842-51.7% | $5,982-44.7% |
| Admin fee / account holder | $2,289 | $10,807-78.8% | $9,309-75.4% | $11,246-79.6% |