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 | $95,314 | $48,795+95.3% | $65,493+45.5% | $84,808+12.4% |
| Participation rate | 26.0% | 67.0%-41.0pp | 73.1%-47.1pp | 68.3%-42.3pp |
| Annual return | 17.63% | 20.20%-2.6pp | 982.45%-964.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $620 | $1,930-67.9% | $2,574-75.9% | $2,631-76.5% |
| Participant deferral / active EE | $1,610 | $2,928-45.0% | $3,961-59.4% | $4,212-61.8% |
| Admin fee / account holder | $9,364 | $3,877+141.5% | $5,028+86.2% | $7,344+27.5% |