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 | $30,151 | $83,902-64.1% | $167,512-82.0% | $84,808-64.4% |
| Participation rate | 62.7% | 66.5%-3.8pp | 77.1%-14.4pp | 68.3%-5.6pp |
| Annual return | 18.63% | 91.55%-72.9pp | 1615.79%-1597.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,844 | $2,264-18.5% | $3,882-52.5% | $2,631-29.9% |
| Participant deferral / active EE | $3,034 | $4,442-31.7% | $6,405-52.6% | $4,212-28.0% |
| Admin fee / account holder | $4,955 | $7,915-37.4% | $9,769-49.3% | $7,344-32.5% |