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 | $48,985 | $185,822-73.6% | $169,993-71.2% | $139,434-64.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 14.13% | 60.50%-46.4pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,468 | $7,590-80.7% | $6,785-78.4% | $4,751-69.1% |
| Participant deferral / active EE | $3,675 | $11,622-68.4% | $10,408-64.7% | $6,710-45.2% |
| Admin fee / account holder | $4,394 | $15,381-71.4% | $12,815-65.7% | $11,403-61.5% |