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 7-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 | $67,563 | $175,202-61.4% | $149,673-54.9% | $139,434-51.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.42% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $20,265 | $5,474+270.2% | $4,818+320.6% | $4,751+326.6% |
| Participant deferral / active EE | $20,212 | $6,519+210.1% | $5,680+255.8% | $6,710+201.2% |
| Admin fee / account holder | $415 | $16,150-97.4% | $13,210-96.9% | $11,403-96.4% |