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 | $25,459 | $102,317-75.1% | $146,958-82.7% | $80,856-68.5% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.2%-25.3pp | 67.6%-10.8pp |
| Annual return | 19.17% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $4,511 | $3,713+21.5% | $4,933-8.6% | $2,755+63.8% |
| Participant deferral / active EE | $7,253 | $6,644+9.2% | $8,070-10.1% | $4,296+68.8% |
| Admin fee / account holder | $2,787 | $7,941-64.9% | $12,998-78.6% | $6,918-59.7% |