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 | $95,086 | $217,402-56.3% | $185,823-48.8% | $167,490-43.2% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 42.80% | 148.36%-105.6pp | 122.05%-79.2pp | 478.56%-435.8pp |
| Employer contribution / active EE | $1,773 | $5,873-69.8% | $5,167-65.7% | $4,837-63.3% |
| Participant deferral / active EE | $7,041 | $6,356+10.8% | $5,568+26.5% | $6,341+11.0% |
| Admin fee / account holder | $600 | $19,811-97.0% | $16,237-96.3% | $12,309-95.1% |