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 | $50,377 | $67,984-25.9% | $65,493-23.1% | $74,304-32.2% |
| Participation rate | 41.0% | 66.3%-25.3pp | 73.1%-32.1pp | 60.3%-19.3pp |
| Annual return | 16.65% | 19.87%-3.2pp | 982.45%-965.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,989 | $2,491-20.2% | $2,574-22.7% | $2,241-11.2% |
| Participant deferral / active EE | $2,586 | $3,346-22.7% | $3,961-34.7% | $3,767-31.4% |
| Admin fee / account holder | $8,657 | $1,373+530.7% | $5,028+72.2% | $2,969+191.6% |