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 | $53,558 | $60,022-10.8% | $88,946-39.8% | $84,808-36.8% |
| Participation rate | 59.3% | 57.8%+1.4pp | 68.8%-9.6pp | 68.3%-9.1pp |
| Annual return | 72.12% | 22.43%+49.7pp | 57.82%+14.3pp | 40.90%+31.2pp |
| Employer contribution / active EE | $6,197 | $1,703+264.0% | $2,555+142.6% | $2,631+135.6% |
| Participant deferral / active EE | $3,767 | $3,114+21.0% | $4,581-17.8% | $4,212-10.5% |
| Admin fee / account holder | $7,875 | $4,811+63.7% | $8,261-4.7% | $7,344+7.2% |