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 | $23,709 | $232,540-89.8% | $185,117-87.2% | $147,584-83.9% |
| Participation rate | 16.7% | 82.4%-65.7pp | 77.3%-60.6pp | 82.8%-66.2pp |
| Annual return | 23.20% | 43.03%-19.8pp | 40.50%-17.3pp | 578.55%-555.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,204 | $5,834-79.4% | $5,045-76.1% | $5,439-77.9% |
| Admin fee / account holder | $419 | $10,275-95.9% | $8,159-94.9% | $10,885-96.2% |