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 | $58,911 | $100,041-41.1% | $149,718-60.7% | $70,131-16.0% |
| Participation rate | 54.3% | 83.6%-29.2pp | 87.1%-32.7pp | 69.5%-15.2pp |
| Annual return | 18.80% | 27.43%-8.6pp | 1501.63%-1482.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,433 | $4,983+49.2% | $6,569+13.2% | $3,332+123.1% |
| Admin fee / account holder | $4,641 | $8,286-44.0% | $11,283-58.9% | $4,645-0.1% |