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 | $38,377 | $111,724-65.7% | $93,606-59.0% | $145,922-73.7% |
| Participation rate | 38.5% | 74.2%-35.7pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 11.46% | 202.98%-191.5pp | 133.20%-121.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $862 | $3,090-72.1% | $2,420-64.4% | $4,660-81.5% |
| Participant deferral / active EE | $2,234 | $4,912-54.5% | $4,411-49.4% | $6,688-66.6% |
| Admin fee / account holder | $1,196 | $10,250-88.3% | $8,285-85.6% | $13,397-91.1% |