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 | $80,524 | $63,346+27.1% | $92,233-12.7% | $70,131+14.8% |
| Participation rate | 59.5% | 68.7%-9.1pp | 76.5%-17.0pp | 69.5%-10.0pp |
| Annual return | 35.08% | 530.12%-495.0pp | 176.28%-141.2pp | 73.14%-38.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,976 | $2,854+4.3% | $3,897-23.6% | $3,332-10.7% |
| Admin fee / account holder | $2,596 | $3,840-32.4% | $5,194-50.0% | $4,645-44.1% |