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 | $40,380 | $44,960-10.2% | $84,966-52.5% | $74,495-45.8% |
| Participation rate | 56.8% | 49.4%+7.4pp | 67.5%-10.7pp | 67.2%-10.4pp |
| Annual return | 50.53% | 26.24%+24.3pp | 66.38%-15.8pp | 1364.94%-1314.4pp |
| Employer contribution / active EE | $963 | $1,457-33.9% | $2,727-64.7% | $2,623-63.3% |
| Participant deferral / active EE | $5,610 | $2,731+105.4% | $4,519+24.1% | $4,346+29.1% |
| Admin fee / account holder | $5,208 | $2,209+135.7% | $6,149-15.3% | $1,942+168.2% |