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 8-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 | $79,854 | $210,648-62.1% | $177,989-55.1% | $145,922-45.3% |
| Participation rate | 58.8% | 80.8%-21.9pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 15.78% | 385.86%-370.1pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $853 | $4,565-81.3% | $3,949-78.4% | $4,660-81.7% |
| Participant deferral / active EE | $1,840 | $6,958-73.6% | $6,276-70.7% | $6,688-72.5% |
| Admin fee / account holder | $23,713 | $12,013+97.4% | $10,363+128.8% | $13,397+77.0% |