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 | $136,688 | $168,632-18.9% | $147,614-7.4% | $125,391+9.0% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -0.53% | 77.65%-78.2pp | 61.98%-62.5pp | 282.22%-282.8pp |
| Employer contribution / active EE | $6,272 | $6,252+0.3% | $5,564+12.7% | $4,866+28.9% |
| Participant deferral / active EE | $9,706 | $5,507+76.3% | $4,895+98.3% | $5,352+81.4% |
| Admin fee / account holder | $340 | $13,580-97.5% | $11,611-97.1% | $9,540-96.4% |