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 | $59,750 | $70,606-15.4% | $53,898+10.9% | $142,382-58.0% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 14.41% | 619.81%-605.4pp | 528.60%-514.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,764 | $1,202+46.8% | $932+89.3% | $4,299-59.0% |
| Participant deferral / active EE | $6,017 | $2,364+154.5% | $1,826+229.5% | $6,507-7.5% |
| Admin fee / account holder | $1,588 | $2,852-44.3% | $2,491-36.2% | $12,624-87.4% |