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 | $39,273 | $210,648-81.4% | $177,989-77.9% | $145,922-73.1% |
| Participation rate | 52.2% | 80.8%-28.6pp | 77.1%-24.9pp | 80.3%-28.1pp |
| Annual return | 15.63% | 385.86%-370.2pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,187 | $4,565-74.0% | $3,949-69.9% | $4,660-74.5% |
| Participant deferral / active EE | $2,761 | $6,958-60.3% | $6,276-56.0% | $6,688-58.7% |
| Admin fee / account holder | $376 | $12,013-96.9% | $10,363-96.4% | $13,397-97.2% |