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 | $49,406 | $190,805-74.1% | $159,960-69.1% | $134,475-63.3% |
| Participation rate | 46.2% | 81.9%-35.8pp | 78.0%-31.8pp | 81.2%-35.1pp |
| Annual return | 28.44% | 552.23%-523.8pp | 408.60%-380.2pp | 417.96%-389.5pp |
| Employer contribution / active EE | $2,150 | $4,995-57.0% | $4,226-49.1% | $4,740-54.6% |
| Participant deferral / active EE | $4,752 | $6,923-31.4% | $6,182-23.1% | $6,400-25.7% |
| Admin fee / account holder | $348 | $10,471-96.7% | $8,698-96.0% | $11,426-97.0% |