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 | $54,936 | $105,181-47.8% | $159,436-65.5% | $85,850-36.0% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.8%-17.3pp | 69.3%-3.8pp |
| Annual return | 18.53% | 45.07%-26.5pp | 263.57%-245.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $2,583 | $3,318-22.2% | $4,829-46.5% | $2,565+0.7% |
| Participant deferral / active EE | $4,821 | $5,945-18.9% | $7,352-34.4% | $3,952+22.0% |
| Admin fee / account holder | $2,310 | $6,933-66.7% | $10,799-78.6% | $6,260-63.1% |