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 | $41,429 | $144,119-71.3% | $117,854-64.8% | $147,584-71.9% |
| Participation rate | 20.0% | 83.4%-63.4pp | 79.7%-59.7pp | 82.8%-62.8pp |
| Annual return | 21.31% | 531.15%-509.8pp | 335.08%-313.8pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,239 | $4,896-74.7% | $3,786-67.3% | $4,876-74.6% |
| Participant deferral / active EE | $1,886 | $5,316-64.5% | $4,482-57.9% | $5,439-65.3% |
| Admin fee / account holder | $479 | $10,886-95.6% | $8,020-94.0% | $10,885-95.6% |