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 7-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 | $51,942 | $68,097-23.7% | $62,929-17.5% | $137,256-62.2% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.0%-42.5pp |
| Annual return | 14.41% | 1859.11%-1844.7pp | 1063.93%-1049.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,047 | $2,811-62.7% | $2,505-58.2% | $4,156-74.8% |
| Participant deferral / active EE | $4,689 | $4,553+3.0% | $3,888+20.6% | $6,407-26.8% |
| Admin fee / account holder | $2,439 | $6,521-62.6% | $5,065-51.9% | $12,270-80.1% |