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 | $122,575 | $100,773+21.6% | $88,946+37.8% | $142,382-13.9% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.8%-38.8pp | 80.1%-50.1pp |
| Annual return | 13.88% | 70.18%-56.3pp | 57.82%-43.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $656 | $2,918-77.5% | $2,555-74.3% | $4,299-84.7% |
| Participant deferral / active EE | $3,986 | $5,230-23.8% | $4,581-13.0% | $6,507-38.7% |
| Admin fee / account holder | $4,281 | $9,693-55.8% | $8,261-48.2% | $12,624-66.1% |