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 | $25,879 | $156,846-83.5% | $121,098-78.6% | $139,434-81.4% |
| Participation rate | 60.9% | 76.4%-15.5pp | 69.5%-8.6pp | 80.3%-19.4pp |
| Annual return | 20.84% | 1474.56%-1453.7pp | 985.75%-964.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $667 | $5,536-88.0% | $4,164-84.0% | $4,751-86.0% |
| Participant deferral / active EE | $1,768 | $4,844-63.5% | $4,080-56.7% | $6,710-73.7% |
| Admin fee / account holder | $1,252 | $6,946-82.0% | $5,644-77.8% | $11,403-89.0% |