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 | $56,665 | $102,828-44.9% | $105,387-46.2% | $152,861-62.9% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.6%-24.2pp | 82.4%-24.1pp |
| Annual return | 20.19% | 20.85%-0.7pp | 26.82%-6.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,084 | $4,473-8.7% | $4,213-3.1% | $4,762-14.2% |
| Participant deferral / active EE | $2,436 | $5,465-55.4% | $5,502-55.7% | $5,850-58.4% |
| Admin fee / account holder | $2,280 | $8,683-73.7% | $6,559-65.2% | $11,596-80.3% |