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 | $52,684 | $202,432-74.0% | $169,368-68.9% | $139,434-62.2% |
| Participation rate | 61.5% | 81.1%-19.5pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 19.23% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,555 | $4,692-45.5% | $4,013-36.3% | $4,751-46.2% |
| Participant deferral / active EE | $5,984 | $6,938-13.7% | $6,221-3.8% | $6,710-10.8% |
| Admin fee / account holder | $5,217 | $10,708-51.3% | $9,003-42.1% | $11,403-54.2% |