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 | $47,875 | $107,334-55.4% | $92,893-48.5% | $152,861-68.7% |
| Participation rate | 43.5% | 79.8%-36.3pp | 76.0%-32.5pp | 82.4%-39.0pp |
| Annual return | 15.05% | 145.58%-130.5pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,106 | $4,221-73.8% | $3,653-69.7% | $4,762-76.8% |
| Participant deferral / active EE | $1,839 | $4,845-62.0% | $4,236-56.6% | $5,850-68.6% |
| Admin fee / account holder | $1,263 | $7,079-82.2% | $5,794-78.2% | $11,596-89.1% |