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 6-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 | $61,968 | $72,400-14.4% | $67,502-8.2% | $145,922-57.5% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.53% | 7182.46%-7170.9pp | 3512.12%-3500.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,108 | $3,069-63.9% | $2,731-59.4% | $4,660-76.2% |
| Participant deferral / active EE | $8,740 | $4,783+82.7% | $4,000+118.5% | $6,688+30.7% |
| Admin fee / account holder | $3,396 | $5,539-38.7% | $3,998-15.1% | $13,397-74.7% |