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 | $27,274 | $210,648-87.1% | $177,989-84.7% | $145,922-81.3% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 39.50% | 385.86%-346.4pp | 294.48%-255.0pp | 561.29%-521.8pp |
| Employer contribution / active EE | $1,437 | $4,565-68.5% | $3,949-63.6% | $4,660-69.2% |
| Participant deferral / active EE | $1,727 | $6,958-75.2% | $6,276-72.5% | $6,688-74.2% |
| Admin fee / account holder | $1,987 | $12,013-83.5% | $10,363-80.8% | $13,397-85.2% |