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 | $62,872 | $114,047-44.9% | $96,139-34.6% | $167,490-62.5% |
| Participation rate | 60.9% | 75.1%-14.2pp | 68.4%-7.6pp | 82.1%-21.2pp |
| Annual return | 13.55% | 189.88%-176.3pp | 191.94%-178.4pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,341 | $3,427-31.7% | $2,797-16.3% | $4,837-51.6% |
| Participant deferral / active EE | $5,801 | $5,194+11.7% | $4,349+33.4% | $6,341-8.5% |
| Admin fee / account holder | $2,332 | $6,897-66.2% | $5,537-57.9% | $12,309-81.1% |