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 | $149,512 | $99,918+49.6% | $81,382+83.7% | $145,922+2.5% |
| Participation rate | 41.7% | 74.2%-32.5pp | 69.5%-27.8pp | 80.3%-38.6pp |
| Annual return | 18.88% | 34.32%-15.4pp | 24.73%-5.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,651 | $2,978-11.0% | $2,463+7.7% | $4,660-43.1% |
| Participant deferral / active EE | $6,568 | $4,605+42.6% | $3,883+69.1% | $6,688-1.8% |
| Admin fee / account holder | $3,067 | $8,212-62.7% | $5,768-46.8% | $13,397-77.1% |