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 | $44,013 | $29,319+50.1% | $52,425-16.0% | $82,448-46.6% |
| Participation rate | 27.4% | 46.9%-19.5pp | 55.6%-28.3pp | 68.1%-40.7pp |
| Annual return | 14.50% | 535.20%-520.7pp | 302.12%-287.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $778 | $586+32.7% | $914-14.9% | $2,551-69.5% |
| Participant deferral / active EE | $1,665 | $1,171+42.2% | $1,790-7.0% | $4,139-59.8% |
| Admin fee / account holder | $4,348 | $1,962+121.6% | $2,495+74.3% | $7,234-39.9% |