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 | $78,472 | $118,680-33.9% | $98,907-20.7% | $158,922-50.6% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 12.61% | 372.35%-359.7pp | 196.43%-183.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,026 | $3,333-69.2% | $2,689-61.8% | $4,761-78.5% |
| Participant deferral / active EE | $2,569 | $5,088-49.5% | $4,244-39.5% | $5,982-57.1% |
| Admin fee / account holder | $4,048 | $10,131-60.0% | $6,642-39.1% | $11,246-64.0% |