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 | $48,149 | $169,032-71.5% | $129,207-62.7% | $145,922-67.0% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 15.98% | 14330.11%-14314.1pp | 9417.33%-9401.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,820 | $4,987+116.9% | $4,168+159.6% | $6,688+61.8% |
| Admin fee / account holder | $1,026 | $9,954-89.7% | $7,715-86.7% | $13,397-92.3% |