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 | $119,306 | $90,348+32.1% | $75,972+57.0% | $145,922-18.2% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.1%-24.1pp | 80.3%-35.3pp |
| Annual return | 16.36% | 620.88%-604.5pp | 359.55%-343.2pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,697 | $3,311-48.8% | $2,685-36.8% | $4,660-63.6% |
| Participant deferral / active EE | $4,711 | $5,162-8.7% | $4,255+10.7% | $6,688-29.6% |
| Admin fee / account holder | $702 | $8,467-91.7% | $6,467-89.1% | $13,397-94.8% |