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 | $50,798 | $105,181-51.7% | $159,436-68.1% | $85,850-40.8% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.8%-18.5pp | 69.3%-5.0pp |
| Annual return | 17.21% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,167 | $3,318-34.7% | $4,829-55.1% | $2,565-15.5% |
| Participant deferral / active EE | $3,332 | $5,945-43.9% | $7,352-54.7% | $3,952-15.7% |
| Admin fee / account holder | $3,758 | $6,933-45.8% | $10,799-65.2% | $6,260-40.0% |