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 8-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 | $54,083 | $76,785-29.6% | $56,441-4.2% | $145,959-62.9% |
| Participation rate | 43.8% | 63.2%-19.5pp | 52.5%-8.7pp | 80.3%-36.5pp |
| Annual return | 13.45% | 3000.51%-2987.1pp | 1704.21%-1690.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $962 | $1,381-30.3% | $1,039-7.4% | $4,661-79.4% |
| Participant deferral / active EE | $1,924 | $2,624-26.7% | $1,953-1.5% | $6,689-71.2% |
| Admin fee / account holder | $805 | $3,334-75.9% | $2,829-71.6% | $13,398-94.0% |