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 | $109,069 | $129,217-15.6% | $93,406+16.8% | $158,922-31.4% |
| Participation rate | 25.0% | 71.0%-46.0pp | 66.8%-41.8pp | 82.0%-57.0pp |
| Annual return | 22.16% | 118.21%-96.1pp | 78.05%-55.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,138 | $2,711-58.0% | $2,075-45.2% | $4,761-76.1% |
| Participant deferral / active EE | $6,300 | $3,909+61.2% | $3,126+101.6% | $5,982+5.3% |
| Admin fee / account holder | $5,077 | $7,383-31.2% | $5,230-2.9% | $11,246-54.9% |