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 | $34,300 | $159,934-78.6% | $147,005-76.7% | $145,959-76.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 13.11% | 98.24%-85.1pp | 418.76%-405.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,930 | $5,287-44.6% | $4,934-40.6% | $4,661-37.1% |
| Participant deferral / active EE | $4,058 | $8,427-51.9% | $8,070-49.7% | $6,689-39.3% |
| Admin fee / account holder | $374 | $15,053-97.5% | $13,006-97.1% | $13,398-97.2% |