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 | $135,775 | $169,032-19.7% | $129,207+5.1% | $145,922-7.0% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 8.12% | 14330.11%-14322.0pp | 9417.33%-9409.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,498 | $5,537-54.9% | $4,153-39.9% | $4,660-46.4% |
| Participant deferral / active EE | $5,904 | $4,987+18.4% | $4,168+41.7% | $6,688-11.7% |
| Admin fee / account holder | $7,597 | $9,954-23.7% | $7,715-1.5% | $13,397-43.3% |