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 | $46,171 | $180,449-74.4% | $154,107-70.0% | $135,375-65.9% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | 1.52% | 888.09%-886.6pp | 735.12%-733.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $1,896 | $6,035-68.6% | $5,298-64.2% | $4,779-60.3% |
| Participant deferral / active EE | $2,177 | $5,806-62.5% | $5,081-57.2% | $5,609-61.2% |
| Admin fee / account holder | $2,021 | $16,143-87.5% | $13,411-84.9% | $10,827-81.3% |