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 | $94,206 | $104,907-10.2% | $84,611+11.3% | $152,861-38.4% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 22.55% | 373.79%-351.2pp | 258.74%-236.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,839 | $3,302-44.3% | $2,652-30.6% | $4,762-61.4% |
| Participant deferral / active EE | $3,781 | $4,688-19.4% | $3,899-3.0% | $5,850-35.4% |
| Admin fee / account holder | $402 | $6,241-93.6% | $4,912-91.8% | $11,596-96.5% |