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 | $18,272 | $96,635-81.1% | $86,612-78.9% | $139,434-86.9% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 19.38% | 106.41%-87.0pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,088 | $3,263-36.0% | $3,022-30.9% | $4,751-56.1% |
| Participant deferral / active EE | $4,517 | $4,836-6.6% | $4,438+1.8% | $6,710-32.7% |
| Admin fee / account holder | $4,282 | $6,408-33.2% | $5,614-23.7% | $11,403-62.4% |