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 | $51,311 | $159,901-67.9% | $146,958-65.1% | $145,922-64.8% |
| Participation rate | 7.1% | 84.0%-76.9pp | 82.2%-75.0pp | 80.3%-73.1pp |
| Annual return | 12.67% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,193 | $5,286-58.5% | $4,933-55.6% | $4,660-52.9% |
| Participant deferral / active EE | $2,733 | $8,428-67.6% | $8,070-66.1% | $6,688-59.1% |
| Admin fee / account holder | $3,928 | $15,044-73.9% | $12,998-69.8% | $13,397-70.7% |