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 | $50,448 | $109,982-54.1% | $97,226-48.1% | $145,922-65.4% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 17.25% | 242.90%-225.7pp | 75.13%-57.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,194 | $3,084+3.6% | $2,729+17.1% | $4,660-31.4% |
| Participant deferral / active EE | $1,597 | $4,676-65.8% | $4,264-62.5% | $6,688-76.1% |
| Admin fee / account holder | $1,678 | $6,221-73.0% | $5,654-70.3% | $13,397-87.5% |