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 6-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 | $34,892 | $68,097-48.8% | $62,929-44.6% | $137,256-74.6% |
| Participation rate | 47.1% | 77.4%-30.4pp | 73.1%-26.1pp | 80.0%-32.9pp |
| Annual return | 14.60% | 1859.11%-1844.5pp | 1063.93%-1049.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,677 | $2,811-40.3% | $2,505-33.0% | $4,156-59.6% |
| Participant deferral / active EE | $4,097 | $4,553-10.0% | $3,888+5.4% | $6,407-36.1% |
| Admin fee / account holder | $1,666 | $6,521-74.5% | $5,065-67.1% | $12,270-86.4% |