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 | $36,667 | $102,317-64.2% | $146,958-75.0% | $80,856-54.7% |
| Participation rate | 65.9% | 75.8%-10.0pp | 82.2%-16.3pp | 67.6%-1.8pp |
| Annual return | 16.79% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $951 | $3,713-74.4% | $4,933-80.7% | $2,755-65.5% |
| Participant deferral / active EE | $7,028 | $6,644+5.8% | $8,070-12.9% | $4,296+63.6% |
| Admin fee / account holder | $1,847 | $7,941-76.7% | $12,998-85.8% | $6,918-73.3% |