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 | $73,511 | $189,613-61.2% | $167,512-56.1% | $142,382-48.4% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 16.91% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,251 | $4,349-48.2% | $3,882-42.0% | $4,299-47.6% |
| Participant deferral / active EE | $5,936 | $6,981-15.0% | $6,405-7.3% | $6,507-8.8% |
| Admin fee / account holder | $9,845 | $10,528-6.5% | $9,769+0.8% | $12,624-22.0% |