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 | $63,724 | $105,181-39.4% | $159,436-60.0% | $85,850-25.8% |
| Participation rate | 46.4% | 75.8%-29.3pp | 82.8%-36.4pp | 69.3%-22.9pp |
| Annual return | 12.86% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,272 | $3,318-61.7% | $4,829-73.7% | $2,565-50.4% |
| Participant deferral / active EE | $3,525 | $5,945-40.7% | $7,352-52.0% | $3,952-10.8% |
| Admin fee / account holder | $407 | $6,933-94.1% | $10,799-96.2% | $6,260-93.5% |