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 | $81,824 | $54,705+49.6% | $71,209+14.9% | $84,808-3.5% |
| Participation rate | 26.9% | 64.1%-37.2pp | 73.8%-46.9pp | 68.3%-41.4pp |
| Annual return | 20.44% | 35.90%-15.5pp | 282.51%-262.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $734 | $2,158-66.0% | $2,721-73.0% | $2,631-72.1% |
| Participant deferral / active EE | $2,030 | $3,030-33.0% | $4,175-51.4% | $4,212-51.8% |
| Admin fee / account holder | $2,424 | $4,863-50.2% | $5,349-54.7% | $7,344-67.0% |