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 10-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 | $33,604 | $112,881-70.2% | $90,951-63.1% | $158,922-78.9% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 7.43% | 215.79%-208.4pp | 134.60%-127.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,041 | $2,893-64.0% | $2,122-50.9% | $4,761-78.1% |
| Participant deferral / active EE | $1,850 | $4,128-55.2% | $3,373-45.2% | $5,982-69.1% |
| Admin fee / account holder | $1,170 | $8,041-85.4% | $5,959-80.4% | $11,246-89.6% |