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 | $49,856 | $148,534-66.4% | $135,903-63.3% | $139,434-64.2% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 26.68% | 79.19%-52.5pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,465 | $5,243-53.0% | $4,856-49.2% | $4,751-48.1% |
| Participant deferral / active EE | $5,510 | $8,100-32.0% | $7,758-29.0% | $6,710-17.9% |
| Admin fee / account holder | $2,164 | $12,400-82.5% | $10,762-79.9% | $11,403-81.0% |