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 | $70,031 | $102,966-32.0% | $90,281-22.4% | $152,861-54.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 20.44% | 95.16%-74.7pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $899 | $3,139-71.4% | $2,854-68.5% | $4,762-81.1% |
| Participant deferral / active EE | $1,919 | $4,281-55.2% | $3,885-50.6% | $5,850-67.2% |
| Admin fee / account holder | $624 | $6,171-89.9% | $5,351-88.3% | $11,596-94.6% |