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 5-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 | $44,700 | $109,982-59.4% | $97,226-54.0% | $145,922-69.4% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.4pp | 80.3%-21.9pp |
| Annual return | 11.83% | 242.90%-231.1pp | 75.13%-63.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,719 | $3,084-11.8% | $2,729-0.4% | $4,660-41.7% |
| Participant deferral / active EE | $3,455 | $4,676-26.1% | $4,264-19.0% | $6,688-48.3% |
| Admin fee / account holder | $4,485 | $6,221-27.9% | $5,654-20.7% | $13,397-66.5% |