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 | $93,648 | $74,888+25.1% | $71,209+31.5% | $142,382-34.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 16.62% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,769 | $2,854-38.0% | $2,721-35.0% | $4,299-58.9% |
| Participant deferral / active EE | $6,494 | $4,454+45.8% | $4,175+55.5% | $6,507-0.2% |
| Admin fee / account holder | $2,480 | $5,568-55.5% | $5,349-53.6% | $12,624-80.4% |