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 | $63,378 | $108,919-41.8% | $100,391-36.9% | $145,922-56.6% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 16.08% | 57.88%-41.8pp | 49.20%-33.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,291 | $4,419-70.8% | $3,942-67.2% | $4,660-72.3% |
| Participant deferral / active EE | $4,198 | $8,445-50.3% | $8,082-48.1% | $6,688-37.2% |
| Admin fee / account holder | $1,827 | $9,689-81.1% | $7,899-76.9% | $13,397-86.4% |