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 | $61,042 | $226,064-73.0% | $182,532-66.6% | $152,861-60.1% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.0%-41.1pp | 82.4%-45.6pp |
| Annual return | 25.09% | 192.51%-167.4pp | 148.54%-123.4pp | 345.32%-320.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,067 | $6,368-67.5% | $5,524-62.6% | $5,850-64.7% |
| Admin fee / account holder | $3,691 | $10,703-65.5% | $8,592-57.0% | $11,596-68.2% |