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 9-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 | $134,638 | $102,604+31.2% | $86,188+56.2% | $139,434-3.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 18.39% | 1922.51%-1904.1pp | 1168.45%-1150.1pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,698 | $3,032+54.9% | $2,380+97.4% | $4,751-1.1% |
| Participant deferral / active EE | $15,495 | $4,676+231.4% | $3,985+288.8% | $6,710+130.9% |
| Admin fee / account holder | $592 | $8,657-93.2% | $6,852-91.4% | $11,403-94.8% |