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 | $79,123 | $156,846-49.6% | $121,098-34.7% | $139,434-43.3% |
| Participation rate | 15.8% | 76.4%-60.6pp | 69.5%-53.7pp | 80.3%-64.5pp |
| Annual return | 17.44% | 1474.56%-1457.1pp | 985.75%-968.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,691 | $4,844-65.1% | $4,080-58.5% | $6,710-74.8% |
| Admin fee / account holder | $307 | $6,946-95.6% | $5,644-94.6% | $11,403-97.3% |