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 | $49,309 | $109,817-55.1% | $98,442-49.9% | $167,490-70.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 22.44% | 1956.69%-1934.3pp | 1492.73%-1470.3pp | 478.56%-456.1pp |
| Employer contribution / active EE | $926 | $3,224-71.3% | $2,960-68.7% | $4,837-80.9% |
| Participant deferral / active EE | $4,086 | $4,673-12.6% | $4,276-4.5% | $6,341-35.6% |
| Admin fee / account holder | $647 | $6,753-90.4% | $5,949-89.1% | $12,309-94.7% |