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 | $161,147 | $72,071+123.6% | $68,368+135.7% | $137,256+17.4% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 13.44% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,793 | $2,788+0.2% | $2,649+5.5% | $4,156-32.8% |
| Participant deferral / active EE | $5,268 | $4,410+19.4% | $4,123+27.8% | $6,407-17.8% |
| Admin fee / account holder | $2,706 | $5,336-49.3% | $5,150-47.5% | $12,270-77.9% |