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 | $70,253 | $74,888-6.2% | $71,209-1.3% | $142,382-50.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 19.41% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,059 | $2,854-27.9% | $2,721-24.3% | $4,299-52.1% |
| Participant deferral / active EE | $6,035 | $4,454+35.5% | $4,175+44.5% | $6,507-7.3% |
| Admin fee / account holder | $3,898 | $5,568-30.0% | $5,349-27.1% | $12,624-69.1% |