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 7-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 | $18,246 | $96,305-81.1% | $80,569-77.4% | $139,434-86.9% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 12.45% | 1350.08%-1337.6pp | 935.43%-923.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,302 | $3,262-60.1% | $2,723-52.2% | $4,751-72.6% |
| Participant deferral / active EE | $2,450 | $5,232-53.2% | $4,447-44.9% | $6,710-63.5% |
| Admin fee / account holder | $2,056 | $6,599-68.8% | $5,377-61.8% | $11,403-82.0% |