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 | $74,495 | $176,056-57.7% | $159,436-53.3% | $167,490-55.5% |
| Participation rate | 64.3% | 84.9%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 10.72% | 331.75%-321.0pp | 263.57%-252.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,678 | $5,297-68.3% | $4,829-65.3% | $4,837-65.3% |
| Participant deferral / active EE | $2,888 | $7,750-62.7% | $7,352-60.7% | $6,341-54.5% |
| Admin fee / account holder | $8,455 | $12,554-32.6% | $10,799-21.7% | $12,309-31.3% |