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 5-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 | $52,919 | $167,307-68.4% | $143,757-63.2% | $134,475-60.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 172.50% | 0.46%+172.0pp | -0.04%+172.5pp | 417.96%-245.5pp |
| Employer contribution / active EE | $1,823 | $5,619-67.6% | $4,951-63.2% | $4,740-61.5% |
| Participant deferral / active EE | $7,765 | $6,446+20.5% | $5,637+37.7% | $6,400+21.3% |
| Admin fee / account holder | $1,226 | $18,088-93.2% | $14,673-91.6% | $11,426-89.3% |