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 | $136,945 | $102,317+33.8% | $146,958-6.8% | $80,856+69.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 17.02% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $890 | $3,713-76.0% | $4,933-82.0% | $2,755-67.7% |
| Participant deferral / active EE | $2,964 | $6,644-55.4% | $8,070-63.3% | $4,296-31.0% |
| Admin fee / account holder | $3,290 | $7,941-58.6% | $12,998-74.7% | $6,918-52.4% |