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 | $100,431 | $123,982-19.0% | $69,701+44.1% | $145,959-31.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 17.70% | 191.01%-173.3pp | 100.32%-82.6pp | 561.95%-544.3pp |
| Employer contribution / active EE | $2,318 | $2,681-13.6% | $1,713+35.3% | $4,661-50.3% |
| Participant deferral / active EE | $7,521 | $4,236+77.5% | $2,887+160.5% | $6,689+12.4% |
| Admin fee / account holder | $16,897 | $7,867+114.8% | $4,717+258.2% | $13,398+26.1% |