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 | $32,271 | $159,901-79.8% | $146,958-78.0% | $145,922-77.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 20.14% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,093 | $5,286-60.4% | $4,933-57.6% | $4,660-55.1% |
| Participant deferral / active EE | $3,559 | $8,428-57.8% | $8,070-55.9% | $6,688-46.8% |
| Admin fee / account holder | $3,142 | $15,044-79.1% | $12,998-75.8% | $13,397-76.5% |