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 | $84,655 | $165,335-48.8% | $149,696-43.4% | $158,922-46.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.74% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,544 | $5,103-30.5% | $4,644-23.7% | $4,761-25.6% |
| Participant deferral / active EE | $10,071 | $7,181+40.2% | $6,842+47.2% | $5,982+68.4% |
| Admin fee / account holder | $1,434 | $10,807-86.7% | $9,309-84.6% | $11,246-87.2% |