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 | $80,313 | $104,907-23.4% | $84,611-5.1% | $152,861-47.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 32.62% | 373.79%-341.2pp | 258.74%-226.1pp | 345.32%-312.7pp |
| Employer contribution / active EE | $1,170 | $3,302-64.6% | $2,652-55.9% | $4,762-75.4% |
| Participant deferral / active EE | $9,500 | $4,688+102.7% | $3,899+143.7% | $5,850+62.4% |
| Admin fee / account holder | $930 | $6,241-85.1% | $4,912-81.1% | $11,596-92.0% |