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 | $64,965 | $30,400+113.7% | $53,898+20.5% | $84,808-23.4% |
| Participation rate | 51.7% | 46.4%+5.3pp | 55.0%-3.2pp | 68.3%-16.6pp |
| Annual return | 16.38% | 500.19%-483.8pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,416 | $603+135.0% | $932+52.0% | $2,631-46.2% |
| Participant deferral / active EE | $2,056 | $1,199+71.5% | $1,826+12.6% | $4,212-51.2% |
| Admin fee / account holder | $3,061 | $1,993+53.6% | $2,491+22.9% | $7,344-58.3% |