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 | $57,706 | $52,353+10.2% | $120,225-52.0% | $82,448-30.0% |
| Participation rate | 40.5% | 58.3%-17.8pp | 69.6%-29.1pp | 68.1%-27.6pp |
| Annual return | 18.24% | 61.85%-43.6pp | 439.23%-421.0pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,395 | $1,510-7.6% | $3,475-59.9% | $2,551-45.3% |
| Participant deferral / active EE | $3,227 | $2,627+22.9% | $3,999-19.3% | $4,139-22.0% |
| Admin fee / account holder | $1,595 | $4,363-63.4% | $5,696-72.0% | $7,234-78.0% |