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 | $65,774 | $30,400+116.4% | $53,898+22.0% | $84,808-22.4% |
| Participation rate | 30.2% | 46.4%-16.2pp | 55.0%-24.7pp | 68.3%-38.1pp |
| Annual return | 18.45% | 500.19%-481.7pp | 528.60%-510.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,256 | $603+108.4% | $932+34.8% | $2,631-52.3% |
| Participant deferral / active EE | $2,541 | $1,199+112.0% | $1,826+39.1% | $4,212-39.7% |
| Admin fee / account holder | $2,574 | $1,993+29.1% | $2,491+3.3% | $7,344-64.9% |