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 | $71,492 | $88,751-19.4% | $81,812-12.6% | $145,922-51.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 12.02% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,146 | $3,083-62.8% | $2,912-60.7% | $4,660-75.4% |
| Participant deferral / active EE | $6,577 | $4,643+41.6% | $4,319+52.3% | $6,688-1.7% |
| Admin fee / account holder | $10,907 | $8,415+29.6% | $7,386+47.7% | $13,397-18.6% |